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 Q2	$422K	Sell	7,518 -193	-3%	-$10.6K	0.07%	56
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 $1.89T AUM 35.08% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $340M AUM 23.31% 1-Year Est. Return

Great Point Wealth Advisors's DUSA Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its Davis Select US Equity ETF (DUSA) stake by 2.5% in Q2 2026, selling an estimated $10.6K and leaving 7,518 shares worth $422K. The position accounts for 0.07% of the portfolio, ranked #56.

Great Point Wealth Advisors first reported a position in DUSA in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Great Point Wealth Advisors held 7,518 shares of Davis Select US Equity ETF worth $422K as of Q2 2026.
Great Point Wealth Advisors sold 193 Davis Select US Equity ETF shares in Q2 2026, an estimated $10.6K.
Davis Select US Equity ETF made up 0.07% of Great Point Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Great Point Wealth Advisors first reported a position in Davis Select US Equity ETF in Q3 2025 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.