Advisor Resource Council’s Davis Select Worldwide ETF DWLD Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-7,520	Closed	-$283K	–	294
2025 Q1	$283K	Buy	+7,520	New	+$285K	0.02%	475
2024 Q1	–	Sell	-7,457	Closed	-$221K	–	314
2023 Q4	$221K	Buy	+7,457	New	+$209K	0.03%	426
2022 Q3	–	Sell	-8,517	Closed	-$206K	–	243
2022 Q2	$206K	Buy	+8,517	New	+$214K	0.02%	477
2022 Q1	–	Sell	-8,567	Closed	-$250K	–	300
2021 Q4	$250K	Buy	+8,567	New	+$260K	0.02%	496
2021 Q3	–	Sell	-8,387	Closed	-$287K	–	286
2021 Q2	$287K	Buy	+8,387	New	+$290K	0.03%	398

Other funds holding DWLD

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Advisor Resource Council's DWLD Position: Q2 2025 in Review

Advisor Resource Council sold out of Davis Select Worldwide ETF (DWLD) in Q2 2025, closing a stake of 7,520 shares — an estimated $283K sold.

Advisor Resource Council first reported a position in DWLD in Q2 2021 and held it in 5 quarters. The position peaked at $287K in Q2 2021. 51 funds tracked by Wall St. Rank hold DWLD as of Q2 2025.

Advisor Resource Council reported no remaining Davis Select Worldwide ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 7,520 Davis Select Worldwide ETF shares in Q2 2025, an estimated $283K.
Advisor Resource Council first reported a position in Davis Select Worldwide ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Davis Select Worldwide ETF position peaked at $287K in Q2 2021.
51 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.