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 208,070$4,166,0000.52%
DAVIS SELECTED ADVISERS 3,022,320$60,507,0000.34%
Diligent Investors, LLC 14,533$291,0000.19%
BRR OpCo, LLC 18,010$361,0000.08%
Financial Advocates Investment Management 23,799$476,0000.06%
IFP Advisors, Inc 44,773$891,0000.05%
D.A. DAVIDSON & CO. 79,130$1,584,0000.03%
Stratos Wealth Partners, LTD. 28,592$572,0000.03%
BENJAMIN F. EDWARDS & COMPANY, INC. 9,800$196,0000.02%
MORGAN STANLEY 1,938,380$38,806,0000.01%
View complete list of DAVIS FUNDAMENTAL ETF TR shareholders