Action Point Financial Planning’s Davis Select Worldwide ETF DWLD Stock Holding History

Action Point Financial Planning’s Portfolio DWLD Stock Details DWLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.6K	Buy	+900	New	+$42.1K	﹤0.01%	886

Other funds holding DWLD

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Action Point Financial Planning's DWLD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Davis Select Worldwide ETF (DWLD) in Q2 2026: 900 shares worth $41.6K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings.

56 funds tracked by Wall St. Rank hold DWLD as of Q2 2026.

Action Point Financial Planning held 900 shares of Davis Select Worldwide ETF worth $41.6K as of Q2 2026.
Davis Select Worldwide ETF was a new Action Point Financial Planning position in Q2 2026.
Davis Select Worldwide ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #886 holding.
56 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.