Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Integrated Wealth Concepts »

Davis Fundamental Etf Tr select wrld wi shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Davis Fundamental Etf Tr select wrld wi by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$315k	7.0k	45.23
2025-06-30	$885k	21k	41.44
2025-03-31	$724k	19k	37.69
2024-12-31	$306k	8.4k	36.31

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)

Aptus Collared MF Closed and MF Open (ACIO)

Apple Common Stock (AAPL)

Nvidia Corp Common Stock (NVDA)

Ishares Core MF Closed and MF Open (IVV)

Aptus Defined MF Closed and MF Open (DRSK)

Ishares Msci MF Closed and MF Open (QUAL)

Microsoft Corp Common Stock (MSFT)

SPDR S&P MF Closed and MF Open (SPY)

Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

Dimensional Us MF Closed and MF Open (DFAC)

Goldman Sachs MF Closed and MF Open (GSEW)

Invesco Qqq MF Closed and MF Open (QQQ)

Amazon Common Stock (AMZN)

Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Davis Fundamental Etf Tr select wrld wi

Davis Selected Advisers

Morgan Stanley

Cetera Investment Advisers

Raymond James Financial

UBS Group

Baird Financial

Integrity Wealth Advisors

Davenport & Co

Northwestern Mutual Wealth Management Company

Kestra Advisory Services

Envestnet Asset Management

View all funds holding Davis Fundamental Etf Tr select wrld wi

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z