B. Riley Wealth Advisors’s Davis Select US Equity ETF DUSA Stock Holding History

B. Riley 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
2024 Q4	$227K	Buy	5,381 +308	+6%	+$13.2K	0.01%	988
2024 Q3	$211K	Sell	5,073 -300	-6%	-$12.2K	0.01%	1117
2024 Q2	$218K	Buy	+5,373	New	+$213K	0.01%	1189

Other funds holding DUSA

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

DSA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NLP

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

B. Riley Wealth Advisors's DUSA Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Davis Select US Equity ETF (DUSA) stake by 6.1% in Q4 2024, buying an estimated $13.2K and bringing the position to 5,381 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #988.

B. Riley Wealth Advisors first reported a position in DUSA in Q2 2024 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold DUSA as of Q4 2024.

B. Riley Wealth Advisors held 5,381 shares of Davis Select US Equity ETF worth $227K as of Q4 2024.
B. Riley Wealth Advisors bought 308 Davis Select US Equity ETF shares in Q4 2024, an estimated $13.2K.
Davis Select US Equity ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #988 holding.
B. Riley Wealth Advisors first reported a position in Davis Select US Equity ETF in Q2 2024 and has held it in 3 quarters since.
67 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.