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Davis Fundamental Etf Tr select wrld wi shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $219k 5.0k 43.81

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Value Etf Exchange Traded Fund (VTV)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding Davis Fundamental Etf Tr select wrld wi

Davis Selected Advisers
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Stifel Financial
Fjell Capital
Raymond James Financial
UBS Group
Baird Financial
Melone Private Wealth
Davenport & Co
Rockefeller Capital Management
Kestra Advisory Services

View all funds holding Davis Fundamental Etf Tr select wrld wi