Davis Fundamental Etf Tr select wrld wi shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 9.0k | 45.23 |
| 2025-06-30 | $375k | 9.0k | 41.44 |
| 2025-03-31 | $362k | 9.6k | 37.69 |
| 2024-12-31 | $515k | 14k | 36.31 |
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