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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

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select wrld wi held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
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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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Davis Fundamental Etf Tr select wrld wi

Davis Selected Advisers
Royal Bank of Canada
Stifel Financial
UBS Group
Commonwealth Equity Services
Bank of America Corporation
Rockefeller Capital Management
Captrust Financial Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Davenport & Co
D.A. Davidson & Co.
Lunt Capital Management
Benjamin F. Edwards & Company
Stratos Wealth Partners

View all funds holding Davis Fundamental Etf Tr select wrld wi