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Davis Fundamental Etf Tr select wrld wi shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.3k 178 46.67

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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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