Arkadios Wealth Advisors’s Davis Select US Equity ETF DUSA Stock Holding History

Arkadios Wealth Advisors’s Portfolio DUSA Stock Details DUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Sell	4,904 -36	-0.7%	-$1.98K	﹤0.01%	1445
2026 Q1	$251K	Buy	4,940 +132	+3%	+$6.84K	﹤0.01%	1454
2025 Q4	$246K	Buy	+4,808	New	+$237K	﹤0.01%	1353

Other funds holding DUSA

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

DSA

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Arkadios Wealth Advisors's DUSA Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Davis Select US Equity ETF (DUSA) stake by 0.73% in Q2 2026, selling an estimated $1.98K and leaving 4,904 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Arkadios Wealth Advisors first reported a position in DUSA in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Arkadios Wealth Advisors held 4,904 shares of Davis Select US Equity ETF worth $276K as of Q2 2026.
Arkadios Wealth Advisors sold 36 Davis Select US Equity ETF shares in Q2 2026, an estimated $1.98K.
Davis Select US Equity ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1445 holding.
Arkadios Wealth Advisors first reported a position in Davis Select US Equity ETF in Q4 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.