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FDx Advisors’s Davis Select US Equity ETF DUSA Stock Holding History

FDx Advisors’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
2024
Q1 		– Sell
-36,321
Closed -$1.28M – 429
2023
Q4 		$1.28M Buy
+36,321
New +$1.2M 0.1% 205

Other funds holding DUSA

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FDx Advisors's DUSA Position: Q1 2024 in Review

FDx Advisors sold out of Davis Select US Equity ETF (DUSA) in Q1 2024, closing a stake of 36,321 shares — an estimated $1.28M sold.

FDx Advisors first reported a position in DUSA in Q4 2023 and held it in 1 quarter. The position peaked at $1.28M in Q4 2023. 62 funds tracked by Wall St. Rank hold DUSA as of Q1 2024.

  • FDx Advisors reported no remaining Davis Select US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 36,321 Davis Select US Equity ETF shares in Q1 2024, an estimated $1.28M.
  • FDx Advisors first reported a position in Davis Select US Equity ETF in Q4 2023 and held it in 1 quarter.
  • FDx Advisors's Davis Select US Equity ETF position peaked at $1.28M in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.