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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

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select wrld wi held by Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $667k 20k 33.92

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
U.S. Bancorp (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Vanguard Index Funds Sp 500 Etf Etf (VOO)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Chevron Corporation (CVX)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Merck & Co (MRK)
Kroger (KR)

View all positions for Heritage Wealth Management

Top funds holding Davis Fundamental Etf Tr select wrld wi

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

View all funds holding Davis Fundamental Etf Tr select wrld wi