DRP
DFNL icon

Decker Retirement Planning’s Davis Select Financial ETF DFNL Stock Holding History

Decker Retirement Planning’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
2026
Q2 		$12.8K Buy
+259
New +$12.2K ﹤0.01% 202

Other funds holding DFNL

NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Decker Retirement Planning's DFNL Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in Davis Select Financial ETF (DFNL) in Q2 2026: 259 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings.

10 funds tracked by Wall St. Rank hold DFNL as of Q2 2026.

  • Decker Retirement Planning held 259 shares of Davis Select Financial ETF worth $12.8K as of Q2 2026.
  • Davis Select Financial ETF was a new Decker Retirement Planning position in Q2 2026.
  • Davis Select Financial ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #202 holding.
  • 10 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.