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 Q1	$3.5K	Buy	+69	New	+$3.58K	﹤0.01%	1673

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 $26.4B AUM 21.05% 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

Creative Financial Designs's DUSA Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Davis Select US Equity ETF (DUSA) in Q1 2026: 69 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #1673 among its holdings.

75 funds tracked by Wall St. Rank hold DUSA as of Q1 2026.

Creative Financial Designs held 69 shares of Davis Select US Equity ETF worth $3.5K as of Q1 2026.
Davis Select US Equity ETF was a new Creative Financial Designs position in Q1 2026.
Davis Select US Equity ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1673 holding.
75 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.