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Davis Fundamental Etf Tr select wrld wi shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $351k 7.5k 46.64
2025-06-30 $327k 7.9k 41.44

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Davis Fundamental Etf Tr select wrld wi

Davis Selected Advisers
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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