DCM
DUSA icon

Dorato Capital Management’s Davis Select US Equity ETF DUSA Stock Holding History

Dorato Capital Management’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 		$1.77M Hold
30,837
– – 1.2% 21
2026
Q1 		$1.62M Sell
30,837
-113
-0.4% -$5.86K 1.19% 20
2025
Q4 		$1.6M Buy
+30,950
New +$1.52M 1.2% 20

Other funds holding DUSA

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Dorato Capital Management's DUSA Position: Q2 2026 in Review

Dorato Capital Management held its Davis Select US Equity ETF (DUSA) position steady in Q2 2026 at 30,837 shares worth $1.77M. The position accounts for 1.2% of the portfolio, ranked #21.

Dorato Capital Management first reported a position in DUSA in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

  • Dorato Capital Management held 30,837 shares of Davis Select US Equity ETF worth $1.77M as of Q2 2026.
  • Dorato Capital Management left its Davis Select US Equity ETF share count unchanged in Q2 2026.
  • Davis Select US Equity ETF made up 1.2% of Dorato Capital Management's portfolio in Q2 2026, its #21 holding.
  • Dorato Capital Management first reported a position in Davis Select US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.