Steward Partners Investment Advisory, LLC - DAVIS FUNDAMENTAL ETF TR ownership

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DAVIS FUNDAMENTAL ETF TR's ticker is DWLD and the CUSIP is 23908L306. A total of 44 filers reported holding DAVIS FUNDAMENTAL ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of DAVIS FUNDAMENTAL ETF TR
ValueSharesWeighting
Q3 2019$0
-100.0%
15
-86.2%
0.00%–
Q2 2019$2,000
-99.5%
109
-99.3%
0.00%
-100.0%
Q3 2018$379,000
-12.9%
14,763
-10.8%
0.02%
-30.8%
Q2 2018$435,000–16,544–0.03%–
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Other shareholders
DAVIS FUNDAMENTAL ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Southeast Asset Advisors Inc. 98,110$2,696,9850.38%
DAVIS SELECTED ADVISERS 1,941,227$53,362,7860.34%
Lunt Capital Management, Inc. 22,272$612,2440.32%
Joule Financial, LLC 9,549$262,4960.13%
Diligent Investors, LLC 9,902$272,1880.08%
CREATIVE FINANCIAL DESIGNS INC /ADV 15,852$435,7620.05%
OLD MISSION CAPITAL LLC 66,558$1,829,6390.04%
BENJAMIN F. EDWARDS & COMPANY, INC. 30,164$8290.03%
FLOW TRADERS U.S. LLC 15,994$4400.02%
Stratos Wealth Partners, LTD. 32,018$880,1750.02%
View complete list of DAVIS FUNDAMENTAL ETF TR shareholders