CUSIP 23908L207SELECT US EQTYDUSAQ4 2025
Aggregate 13F value by quarter
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67 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4.31M | $220.48M | +163.8K | Added |
| 2 | Davis Selected Advisers | 3.38M | $173.05M | +1.2K | Added |
| 3 | Bank Of America Corp /De/ | 1.54M | $78.61M | +495.6K | Added |
| 4 | Kestra Advisory Services, LLC | 921.9K | $47.13M |
| +19.4K |
| Added |
| 5 | Lpl Financial LLC | 672.7K | $34.39M | −15.5K | Reduced |
| 6 | Ubs Group AG | 564.4K | $28.86M | +16.5K | Added |
| 7 | Raymond James Financial Inc | 435.0K | $22.24M | +34.5K | Added |
| 8 | Wells Fargo & Company/Mn | 427.7K | $21.87M | +96.9K | Added |
| 9 | Next Level Private LLC | 372.9K | $19.07M | +34.1K | Added |
| 10 | Melone Private Wealth, LLC | 294.3K | $15.05M | +268.8K | Added |
See every fund holding Davis Fundamental ETF Tr, with full quarter-over-quarter share changes.
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