Waverly Advisors, LLC - DAVIS FUNDAMENTAL ETF TR ownership

DAVIS FUNDAMENTAL ETF TR's ticker is DUSA and the CUSIP is 23908L207. A total of 61 filers reported holding DAVIS FUNDAMENTAL ETF TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of DAVIS FUNDAMENTAL ETF TR
ValueSharesWeighting
Q2 2024$717,20617,6560.01%
Other shareholders
DAVIS FUNDAMENTAL ETF TR shareholders Q2 2024
NameSharesValueWeighting ↓
LEVEL FOUR ADVISORY SERVICES, LLC 230,739$5,210,0000.57%
DAVIS SELECTED ADVISERS 3,169,516$71,548,0000.35%
Diligent Investors, LLC 13,933$315,0000.18%
BRR OpCo, LLC 18,010$407,0000.07%
Financial Advocates Investment Management 23,799$537,0000.07%
Stratos Wealth Partners, LTD. 46,907$1,059,0000.05%
D.A. DAVIDSON & CO. 114,010$2,573,0000.04%
MORGAN STANLEY 2,012,145$45,422,0000.01%
BENJAMIN F. EDWARDS & COMPANY, INC. 6,591$149,0000.01%
Private Advisor Group, LLC 21,827$493,0000.01%
View complete list of DAVIS FUNDAMENTAL ETF TR shareholders