Melone Private Wealth »

Davis Fundamental Etf Tr select wrld wi shares owned by Melone Private Wealth

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

Historical chart of Melone Private Wealth 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 Melone Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Davis Fundamental Etf Tr select wrld wi by Melone Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.9M 105k 46.64

More positions owned by Melone Private Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPYG)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Wisdomtree Tr Us Midcap Divid (DON)
Nuveen Insured Tax-Free Adv Munici (NEA)
Wisdomtree Tr Us Total Dividnd (DTD)
Nuveen Mun High Income Opp F (NMZ)
Spdr Series Trust State Street Spd (SPAB)

View all positions for Melone Private Wealth

Top funds holding Davis Fundamental Etf Tr select wrld wi

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

View all funds holding Davis Fundamental Etf Tr select wrld wi