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Davis Fundamental Etf Tr select us eqty shares owned by Kozak & Associates

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in Davis Fundamental Etf Tr select us eqty

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select us eqty held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Davis Fundamental Etf Tr select us eqty by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $11k 276 40.61
2024-03-31 $11k 276 40.23

More positions owned by Kozak & Associates

Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco S&p 500 Revenue Etf Etf (RWL)
Invesco Qqq Trust Series I Etf (QQQ)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Us Financial Services Etf Etf (IYG)
Costco Whsl Corp Stock (COST)
Amazon Stock (AMZN)
Vaneck Semiconductor Etf Etf (SMH)
Health Care Select Sector Spdr Fund Etf (XLV)
Schwab Charles Corp Stock (SCHW)
Deere & Co Stock (DE)

View all positions for Kozak & Associates

Top funds holding Davis Fundamental Etf Tr select us eqty

Davis Selected Advisers
Morgan Stanley
Kestra Advisory Services
UBS Group
Raymond James & Associates
LPL Financial
Next Level Private
Level Four Advisory Services
D.A. Davidson & Co.
Commonwealth Equity Services
Gladstone Institutional Advisory
Prospera Financial Services
Lunt Capital Management
Bank of America Corporation
Sebold Capital Management

View all funds holding Davis Fundamental Etf Tr select us eqty