Davis Fundamental Etf Tr select wrld wi shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 39k | 37.90 |
| 2024-06-30 | $1.3M | 40k | 33.35 |
| 2024-03-31 | $1.5M | 47k | 32.49 |
| 2023-12-31 | $1.7M | 58k | 29.62 |
| 2023-09-30 | $2.0M | 72k | 27.49 |
| 2023-06-30 | $2.2M | 76k | 28.80 |
| 2020-06-30 | $14k | 608 | 23.03 |
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