Davis Fundamental Etf Tr select wrld wi shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management 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 Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $780k | 21k | 37.90 |
| 2024-06-30 | $667k | 20k | 33.92 |
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