Great Point Wealth Advisors’s Davis Select US Equity ETF DUSA Stock Holding History

Great Point Wealth 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
2026 Q1	$391K	Buy	7,711 +689	+10%	+$35.7K	0.07%	50
2025 Q4	$359K	Buy	7,022 +1,557	+28%	+$76.6K	0.07%	54
2025 Q3	$262K	Buy	+5,465	New	+$258K	0.05%	58

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

Great Point Wealth Advisors's DUSA Position: Q1 2026 in Review

Great Point Wealth Advisors increased its Davis Select US Equity ETF (DUSA) stake by 9.8% in Q1 2026, buying an estimated $35.7K and bringing the position to 7,711 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #50.

Great Point Wealth Advisors first reported a position in DUSA in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold DUSA as of Q1 2026.

Great Point Wealth Advisors held 7,711 shares of Davis Select US Equity ETF worth $391K as of Q1 2026.
Great Point Wealth Advisors bought 689 Davis Select US Equity ETF shares in Q1 2026, an estimated $35.7K.
Davis Select US Equity ETF made up 0.07% of Great Point Wealth Advisors's portfolio in Q1 2026, its #50 holding.
Great Point Wealth Advisors first reported a position in Davis Select US Equity ETF in Q3 2025 and has held it in 3 quarters since.
75 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.