Creative Financial Designs’s Davis Select US Equity ETF DUSA Stock Holding History

Creative Financial Designs’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	$3.88K	Hold	69	–	–	﹤0.01%	1766
2026 Q1	$3.5K	Buy	+69	New	+$3.58K	﹤0.01%	1673

Other funds holding DUSA

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Financial Designs's DUSA Position: Q2 2026 in Review

Creative Financial Designs held its Davis Select US Equity ETF (DUSA) position steady in Q2 2026 at 69 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Creative Financial Designs first reported a position in DUSA in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Creative Financial Designs held 69 shares of Davis Select US Equity ETF worth $3.88K as of Q2 2026.
Creative Financial Designs left its Davis Select US Equity ETF share count unchanged in Q2 2026.
Davis Select US Equity ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1766 holding.
Creative Financial Designs first reported a position in Davis Select US Equity ETF in Q1 2026 and has held it in 2 quarters since.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.