Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Davis Select Worldwide ETF DWLD Stock Holding History

Cambridge Investment Research Advisors’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 		$469K Sell
10,148
-730
-7% -$34.1K ﹤0.01% 3025
2026
Q1 		$477K Hold
10,878
– – ﹤0.01% 2846
2025
Q4 		$507K Buy
10,878
+2,459
+29% +$112K ﹤0.01% 2708
2025
Q3 		$381K Hold
8,419
– – ﹤0.01% 2913
2025
Q2 		$349K Hold
8,419
– – ﹤0.01% 2853
2025
Q1 		$317K Buy
8,419
+380
+5% +$14.4K ﹤0.01% 2818
2024
Q4 		$292K Buy
8,039
+63
+0.8% +$2.41K ﹤0.01% 2851
2024
Q3 		$302K Sell
7,976
-149
-2% -$5.07K ﹤0.01% 2826
2024
Q2 		$271K Hold
8,125
– – ﹤0.01% 2783
2024
Q1 		$264K Buy
8,125
+62
+0.8% +$1.88K ﹤0.01% 2807
2023
Q4 		$239K Sell
8,063
-248
-3% -$6.96K ﹤0.01% 2778
2023
Q3 		$228K Sell
8,311
-105
-1% -$3.04K ﹤0.01% 2708
2023
Q2 		$242K Sell
8,416
-275
-3% -$7.5K ﹤0.01% 2715
2023
Q1 		$230K Buy
8,691
+80
+0.9% +$2.15K ﹤0.01% 2710
2022
Q4 		$214K Buy
+8,611
New +$205K ﹤0.01% 2699
2022
Q3 		– Sell
-9,078
Closed -$219K – 3089
2022
Q2 		$219K Hold
9,078
– – ﹤0.01% 2646
2022
Q1 		$248K Buy
9,078
+1,135
+14% +$32.4K ﹤0.01% 2700
2021
Q4 		$232K Sell
7,943
-610
-7% -$18.5K ﹤0.01% 2747
2021
Q3 		$254K Hold
8,553
– – ﹤0.01% 2604
2021
Q2 		$292K Buy
8,553
+700
+9% +$24.2K ﹤0.01% 2492
2021
Q1 		$265K Hold
7,853
– – ﹤0.01% 2374
2020
Q4 		$241K Sell
7,853
-509
-6% -$14.6K ﹤0.01% 2322
2020
Q3 		$216K Sell
8,362
-627
-7% -$16K ﹤0.01% 2178
2020
Q2 		$212K Buy
+8,989
New +$197K ﹤0.01% 2135
2020
Q1 		– Sell
-8,732
Closed -$219K – 2315
2019
Q4 		$219K Buy
+8,732
New +$210K ﹤0.01% 2144

Other funds holding DWLD

FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors's DWLD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Davis Select Worldwide ETF (DWLD) stake by 6.7% in Q2 2026, selling an estimated $34.1K and leaving 10,148 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

Cambridge Investment Research Advisors first reported a position in DWLD in Q4 2019 and has held it in 25 quarters since. The position peaked at $507K in Q4 2025. 22 funds tracked by Wall St. Rank hold DWLD as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,148 shares of Davis Select Worldwide ETF worth $469K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 730 Davis Select Worldwide ETF shares in Q2 2026, an estimated $34.1K.
  • Davis Select Worldwide ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3025 holding.
  • Cambridge Investment Research Advisors first reported a position in Davis Select Worldwide ETF in Q4 2019 and has held it in 25 quarters since.
  • Cambridge Investment Research Advisors's Davis Select Worldwide ETF position peaked at $507K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.