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Davis Fundamental Etf Tr select us eqty shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 50k 51.13
2025-06-30 $2.7M 59k 46.28

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Davis Fundamental Etf Tr select us eqty

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View all funds holding Davis Fundamental Etf Tr select us eqty