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 Q3	–	Sell	-259	Closed	-$12.8K	–	396
2026 Q2	$12.8K	Buy	+259	New	+$12.2K	﹤0.01%	202

Other funds holding DFNL

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Decker Retirement Planning's DFNL Position: Q3 2026 in Review

Decker Retirement Planning sold out of Davis Select Financial ETF (DFNL) in Q3 2026, closing a stake of 259 shares — an estimated $12.8K sold.

Decker Retirement Planning first reported a position in DFNL in Q2 2026 and held it in 1 quarter. The position peaked at $12.8K in Q2 2026. 4 funds tracked by Wall St. Rank hold DFNL as of Q3 2026.

Decker Retirement Planning reported no remaining Davis Select Financial ETF position as of Q3 2026 after selling out during the quarter.
Decker Retirement Planning sold 259 Davis Select Financial ETF shares in Q3 2026, an estimated $12.8K.
Decker Retirement Planning first reported a position in Davis Select Financial ETF in Q2 2026 and held it in 1 quarter.
Decker Retirement Planning's Davis Select Financial ETF position peaked at $12.8K in Q2 2026.
4 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.