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Davis Fundamental Etf Tr select wrld wi shares owned by Lifetime Wealth Management P.C.

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by Lifetime Wealth Management P.C. from 13F filings

Historical chart of Lifetime Wealth Management P.C. 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 Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 49 38341.31

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Top funds holding Davis Fundamental Etf Tr select wrld wi

Davis Selected Advisers
Cetera Investment Advisers
LPL Financial
Stifel Financial
Royal Bank of Canada
Fjell Capital
Raymond James Financial
Baird Financial
UBS Group
Melone Private Wealth
Davenport & Co
Rockefeller Capital Management
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Envestnet Asset Management

View all funds holding Davis Fundamental Etf Tr select wrld wi