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Davis Fundamental Etf Tr select us eqty shares owned by Millstone Evans Group

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Millstone Evans Group from 13F filings

Historical chart of Millstone Evans Group 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 Millstone Evans Group 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 Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $39k 768 51.13
2025-09-30 $37k 768 47.90
2025-06-30 $36k 768 46.28
2025-03-31 $33k 768 42.32

More positions owned by Millstone Evans Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Oracle Corporation (ORCL)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Lincoln Electric Holdings (LECO)

View all positions for Millstone Evans Group

Top funds holding Davis Fundamental Etf Tr select us eqty

Davis Selected Advisers
Kestra Advisory Services
LPL Financial
UBS Group
Raymond James Financial
Wells Fargo & Company
Next Level Private
Melone Private Wealth
Kestra Private Wealth Services
Lunt Capital Management
Commonwealth Equity Services
Level Four Advisory Services
D.A. Davidson & Co.
Stifel Financial
Geneos Wealth Management

View all funds holding Davis Fundamental Etf Tr select us eqty