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Davis Fundamental Etf Tr select wrld wi shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Davis Fundamental Etf Tr select wrld wi

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select wrld wi held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Davis Fundamental Etf Tr select wrld wi by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $673k 15k 46.24

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Top funds holding Davis Fundamental Etf Tr select wrld wi

Davis Selected Advisers
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Fjell Capital
Raymond James Financial
Baird Financial
UBS Group
Melone Private Wealth
Davenport & Co
Rockefeller Capital Management
Kestra Advisory Services

View all funds holding Davis Fundamental Etf Tr select wrld wi