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Birchwood Financial Partners’s Davis Select Worldwide ETF DWLD Stock Holding History

Birchwood Financial Partners’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
2026
Q2 		$45.5K Hold
985
– – 0.04% 176
2026
Q1 		$43.2K Hold
985
– – 0.04% 180
2025
Q4 		$45.9K Buy
+985
New +$44.9K 0.05% 172

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Birchwood Financial Partners held its Davis Select Worldwide ETF (DWLD) position steady in Q2 2026 at 985 shares worth $45.5K. The position accounts for 0.04% of the portfolio, ranked #176.

Birchwood Financial Partners first reported a position in DWLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.9K in Q4 2025. 56 funds tracked by Wall St. Rank hold DWLD as of Q2 2026.

  • Birchwood Financial Partners held 985 shares of Davis Select Worldwide ETF worth $45.5K as of Q2 2026.
  • Birchwood Financial Partners left its Davis Select Worldwide ETF share count unchanged in Q2 2026.
  • Davis Select Worldwide ETF made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #176 holding.
  • Birchwood Financial Partners first reported a position in Davis Select Worldwide ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Davis Select Worldwide ETF position peaked at $45.9K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.