Atria Investments’s Davis Select US Equity ETF DUSA Stock Holding History

Atria Investments’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	$3.15M	Buy	56,158 +50,519	+896%	+$2.78M	0.03%	549
2026 Q1	$286K	Sell	5,639 -140	-2%	-$7.26K	﹤0.01%	1787
2025 Q4	$295K	Buy	5,779 +23	+0.4%	+$1.13K	﹤0.01%	1747
2025 Q3	$276K	Sell	5,756 -86	-1%	-$4.05K	﹤0.01%	1766
2025 Q2	$270K	Hold	5,842	–	–	﹤0.01%	1769
2025 Q1	$247K	Buy	5,842 +35	+0.6%	+$1.54K	﹤0.01%	1725
2024 Q4	$245K	Sell	5,807 -2,608	-31%	-$112K	﹤0.01%	1696
2024 Q3	$351K	Buy	+8,415	New	+$341K	﹤0.01%	1529

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

Atria Investments's DUSA Position: Q2 2026 in Review

Atria Investments increased its Davis Select US Equity ETF (DUSA) stake by 896% in Q2 2026, buying an estimated $2.78M and bringing the position to 56,158 shares worth $3.15M. The position accounts for 0.03% of the portfolio, ranked #549.

Atria Investments first reported a position in DUSA in Q3 2024 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Atria Investments held 56,158 shares of Davis Select US Equity ETF worth $3.15M as of Q2 2026.
Atria Investments bought 50,519 Davis Select US Equity ETF shares in Q2 2026, an estimated $2.78M.
Davis Select US Equity ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #549 holding.
Atria Investments first reported a position in Davis Select US Equity ETF in Q3 2024 and has held it in 8 quarters since.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.