Davis Fundamental Etf Tr select wrld wi shares owned by Creative Planning
Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Davis Fundamental Etf Tr select wrld wi
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Quarterly reported holdings in Davis Fundamental Etf Tr select wrld wi by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $252k | 8.5k | 29.62 |
| 2023-09-30 | $256k | 9.3k | 27.49 |
| 2023-06-30 | $268k | 9.3k | 28.80 |
| 2023-03-31 | $246k | 9.3k | 26.44 |
| 2022-12-31 | $315k | 13k | 24.86 |
| 2022-09-30 | $705k | 32k | 21.90 |
| 2022-06-30 | $845k | 35k | 24.14 |
| 2022-03-31 | $1.4M | 52k | 27.30 |
| 2021-12-31 | $19M | 645k | 29.19 |
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