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Birchwood Financial Partners’s Davis Select US Equity ETF DUSA Stock Holding History

Birchwood Financial Partners’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 		$122K Hold
2,178
– – 0.1% 114
2026
Q1 		$111K Hold
2,178
– – 0.11% 106
2025
Q4 		$111K Buy
+2,178
New +$107K 0.11% 105

Other funds holding DUSA

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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

Birchwood Financial Partners's DUSA Position: Q2 2026 in Review

Birchwood Financial Partners held its Davis Select US Equity ETF (DUSA) position steady in Q2 2026 at 2,178 shares worth $122K. The position accounts for 0.1% of the portfolio, ranked #114.

Birchwood Financial Partners 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.

  • Birchwood Financial Partners held 2,178 shares of Davis Select US Equity ETF worth $122K as of Q2 2026.
  • Birchwood Financial Partners left its Davis Select US Equity ETF share count unchanged in Q2 2026.
  • Davis Select US Equity ETF made up 0.1% of Birchwood Financial Partners's portfolio in Q2 2026, its #114 holding.
  • Birchwood Financial Partners 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 Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.