Carson Wealth (CWM LLC)’s Davis Select US Equity ETF DUSA Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	–	Sell	-929	Closed	-$47K	–	5712
2025 Q4	$47K	Sell	929 -274	-23%	-$13.5K	﹤0.01%	3648
2025 Q3	$58K	Sell	1,203 -841	-41%	-$39.6K	﹤0.01%	3409
2025 Q2	$95K	Sell	2,044 -8,328	-80%	-$358K	﹤0.01%	2774
2025 Q1	$439K	Buy	+10,372	New	+$456K	﹤0.01%	1502

Other funds holding DUSA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $290M AUM 15.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DUSA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Davis Select US Equity ETF (DUSA) in Q1 2026, closing a stake of 929 shares — an estimated $47K sold.

Carson Wealth (CWM LLC) first reported a position in DUSA in Q1 2025 and held it in 4 quarters. The position peaked at $439K in Q1 2025. 75 funds tracked by Wall St. Rank hold DUSA as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Davis Select US Equity ETF position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 929 Davis Select US Equity ETF shares in Q1 2026, an estimated $47K.
Carson Wealth (CWM LLC) first reported a position in Davis Select US Equity ETF in Q1 2025 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Davis Select US Equity ETF position peaked at $439K in Q1 2025.
75 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.