Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Davis Select Financial ETF DFNL Stock Holding History

Cambridge Investment Research Advisors’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,174
Closed -$694K – 3741
2025
Q2 		$694K Buy
+16,174
New +$640K ﹤0.01% 2239
2022
Q2 		– Sell
-50,828
Closed -$1.57M – 3088
2022
Q1 		$1.57M Buy
+50,828
New +$1.6M 0.01% 1289

Other funds holding DFNL

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors's DFNL Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Davis Select Financial ETF (DFNL) in Q3 2025, closing a stake of 16,174 shares — an estimated $694K sold.

Cambridge Investment Research Advisors first reported a position in DFNL in Q1 2022 and held it in 2 quarters. The position peaked at $1.57M in Q1 2022. 46 funds tracked by Wall St. Rank hold DFNL as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Davis Select Financial ETF position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 16,174 Davis Select Financial ETF shares in Q3 2025, an estimated $694K.
  • Cambridge Investment Research Advisors first reported a position in Davis Select Financial ETF in Q1 2022 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Davis Select Financial ETF position peaked at $1.57M in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.