Allworth Financial’s Davis Select Financial ETF DFNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30.7K Hold
2025
Q1
$27.4K Hold
2024
Q4
$28.5K Hold
2024
Q3
$26.4K Hold
2024
Q2
$25K Hold
2024
Q1
$23.8K Buy