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
2025 Q2	–	Sell	-4,881	Closed	-$207K	–	1125
2025 Q1	$207K	Sell	4,881 -500	-9%	-$22K	0.01%	1132
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 $1.89T AUM 35.08% 1-Year Est. Return

DSA

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

KAS

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

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

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

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

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

NLP

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

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

PWH

Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return

B. Riley Wealth Advisors's DUSA Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Davis Select US Equity ETF (DUSA) in Q2 2025, closing a stake of 4,881 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in DUSA in Q2 2024 and held it in 4 quarters. The position peaked at $227K in Q4 2024. 64 funds tracked by Wall St. Rank hold DUSA as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Davis Select US Equity ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,881 Davis Select US Equity ETF shares in Q2 2025, an estimated $207K.
B. Riley Wealth Advisors first reported a position in Davis Select US Equity ETF in Q2 2024 and held it in 4 quarters.
B. Riley Wealth Advisors's Davis Select US Equity ETF position peaked at $227K in Q4 2024.
64 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.