J.P. Morgan Private Wealth Advisors LLC - DAVIS FUNDAMENTAL ETF TR ownership

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DAVIS FUNDAMENTAL ETF TR's ticker is DUSA and the CUSIP is 23908L207. A total of 35 filers reported holding DAVIS FUNDAMENTAL ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of DAVIS FUNDAMENTAL ETF TR
ValueSharesWeighting
Q1 2023$1,043,978
+2.4%
36,721
-2.1%
0.00%0.0%
Q4 2022$1,019,446
+17.4%
37,521
+9.0%
0.00%0.0%
Q3 2022$868,000
+15.7%
34,416
+25.5%
0.00%0.0%
Q2 2022$750,000
-17.0%
27,4160.0%0.00%0.0%
Q1 2022$904,000
-3.5%
27,4160.0%0.00%0.0%
Q4 2021$937,000
+7.7%
27,416
+6.8%
0.00%0.0%
Q3 2021$870,000
-3.9%
25,6660.0%0.00%0.0%
Q2 2021$905,000
+21.3%
25,666
+13.5%
0.00%0.0%
Q1 2021$746,000
+12.3%
22,6160.0%0.00%0.0%
Q4 2020$664,000
+16.5%
22,6160.0%0.00%0.0%
Q3 2020$570,000
+8.4%
22,6160.0%0.00%0.0%
Q2 2020$526,000
+14.6%
22,616
-4.1%
0.00%
-33.3%
Q1 2020$459,000
-24.8%
23,5900.0%0.00%0.0%
Q4 2019$610,000
+27.3%
23,590
+17.4%
0.00%
+50.0%
Q3 2019$479,000
+1.7%
20,0900.0%0.00%
-33.3%
Q2 2019$471,000
+16.3%
20,090
+11.9%
0.00%
+50.0%
Q1 2019$405,000
+12.8%
17,9530.0%0.00%0.0%
Q4 2018$359,000–17,953–0.00%–
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Other shareholders
DAVIS FUNDAMENTAL ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
LEVEL FOUR ADVISORY SERVICES, LLC 307,870$8,423,0000.79%
DAVIS SELECTED ADVISERS 3,308,560$90,522,0000.58%
Kathleen S. Wright Associates Inc. 22,388$613,0000.52%
CapWealth Advisors, LLC 114,800$3,141,0000.38%
Melone Private Wealth, LLC 13,135$370,0000.31%
Frontier Wealth Management LLC 152,989$4,186,0000.30%
Gladstone Institutional Advisory LLC 40,161$1,0990.09%
Diligent Investors, LLC 9,310$255,0000.09%
Tidal Investments LLC 75,102$2,055,0000.08%
Kestra Advisory Services, LLC 255,261$6,984,0000.07%
View complete list of DAVIS FUNDAMENTAL ETF TR shareholders