Corient Private Wealth LLC - DAVIS FUNDAMENTAL ETF TR ownership

DAVIS FUNDAMENTAL ETF TR's ticker is DUSA and the CUSIP is 23908L207. A total of 50 filers reported holding DAVIS FUNDAMENTAL ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of DAVIS FUNDAMENTAL ETF TR
ValueSharesWeighting
Q3 2023$326,853
-1.4%
10,3500.0%0.00%0.0%
Q2 2023$331,635
-3.2%
10,350
-14.1%
0.00%0.0%
Q1 2023$342,667
+4.6%
12,0530.0%0.00%0.0%
Q4 2022$327,48012,0530.00%
Other shareholders
DAVIS FUNDAMENTAL ETF TR shareholders Q3 2023
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