Heritage Wealth Management (Ohio)’s Davis Select Worldwide ETF DWLD Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio DWLD Stock Details DWLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Buy
2025 Q1	$807K	Hold
2024 Q4	$778K	Buy
2024 Q3	$780K	Buy
2024 Q2	$667K	Buy