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Atria Investments’s Davis Select Worldwide ETF DWLD Stock Holding History

Atria Investments’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
Q3 		– Sell
-51,446
Closed -$2.13M – 2044
2025
Q2 		$2.13M Buy
51,446
+33,377
+185% +$1.29M 0.03% 692
2025
Q1 		$681K Buy
+18,069
New +$686K 0.01% 1185

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Atria Investments's DWLD Position: Q3 2025 in Review

Atria Investments sold out of Davis Select Worldwide ETF (DWLD) in Q3 2025, closing a stake of 51,446 shares — an estimated $2.13M sold.

Atria Investments first reported a position in DWLD in Q1 2025 and held it in 2 quarters. The position peaked at $2.13M in Q2 2025. 51 funds tracked by Wall St. Rank hold DWLD as of Q3 2025.

  • Atria Investments reported no remaining Davis Select Worldwide ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 51,446 Davis Select Worldwide ETF shares in Q3 2025, an estimated $2.13M.
  • Atria Investments first reported a position in Davis Select Worldwide ETF in Q1 2025 and held it in 2 quarters.
  • Atria Investments's Davis Select Worldwide ETF position peaked at $2.13M in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.