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Davis Fundamental Etf Tr select wrld wi shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $233k 6.2k 37.90
2024-06-30 $448k 13k 33.35
2024-03-31 $247k 7.6k 32.49

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Davis Fundamental Etf Tr select wrld wi

Davis Selected Advisers
Morgan Stanley
Royal Bank of Canada
Stifel Financial
LPL Financial
Commonwealth Equity Services
Southeast Asset Advisors
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Rockefeller Capital Management
Raymond James & Associates
Raymond James Financial Services Advisors
Envestnet Asset Management
Davenport & Co
Captrust Financial Advisors

View all funds holding Davis Fundamental Etf Tr select wrld wi