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

IFP 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	$2M	Buy	35,586 +32,921	+1,235%	+$1.81M	0.04%	483
2026 Q1	$135K	Hold	2,665	–	–	﹤0.01%	1634
2025 Q4	$136K	Hold	2,665	–	–	﹤0.01%	1591
2025 Q3	$128K	Hold	2,665	–	–	﹤0.01%	1534
2025 Q2	$123K	Hold	2,665	–	–	﹤0.01%	1524
2025 Q1	$113K	Hold	2,665	–	–	﹤0.01%	1460
2024 Q4	$112K	Sell	2,665 -2,242	-46%	-$96.4K	﹤0.01%	1412
2024 Q3	$205K	Buy	4,907 +113	+2%	+$4.58K	0.01%	1077
2024 Q2	$195K	Sell	4,794 -722	-13%	-$28.7K	0.01%	1055
2024 Q1	$223K	Hold	5,516	–	–	0.01%	953
2023 Q4	$194K	Hold	5,516	–	–	0.01%	960
2023 Q3	$174K	Hold	5,516	–	–	0.01%	1027
2023 Q2	$177K	Hold	5,516	–	–	0.01%	1081
2023 Q1	$133K	Sell	5,516 -3,127	-36%	-$90.5K	0.01%	1116
2022 Q4	$209K	Sell	8,643 -17,593	-67%	-$477K	0.01%	1326
2022 Q3	$631K	Hold	26,236	–	–	0.02%	816
2022 Q2	$631K	Hold	26,236	–	–	0.02%	739
2022 Q1	$631K	Sell	26,236 -584	-2%	-$19.7K	0.02%	739
2021 Q4	$917K	Buy	26,820 +11,621	+76%	+$405K	0.02%	425
2021 Q3	$513K	Hold	15,199	–	–	0.01%	580
2021 Q2	$535K	Hold	15,199	–	–	0.01%	525
2021 Q1	$500K	Sell	15,199 -3,145	-17%	-$99.3K	0.01%	523
2020 Q4	$538K	Sell	18,344 -3,367	-16%	-$93K	0.02%	485
2020 Q3	$547K	Buy	21,711 +21,072	+3,298%	+$527K	0.03%	409
2020 Q2	$14K	Hold	639	–	–	﹤0.01%	1690
2020 Q1	$13K	Sell	639 -67,379	-99%	-$1.64M	﹤0.01%	1661
2019 Q4	$1.77M	Sell	68,018 -1,878	-3%	-$46.8K	0.13%	186
2019 Q3	$1.66M	Buy	+69,896	New	+$1.65M	0.11%	210
2019 Q1	–	Sell	-44,773	Closed	-$891K	–	2613
2018 Q4	$891K	Sell	44,773 -3,011	-6%	-$68.1K	0.05%	373
2018 Q3	$1.21M	Buy	47,784 +25,578	+115%	+$644K	0.05%	379
2018 Q2	$537K	Buy	+22,206	New	+$531K	0.02%	632

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

IFP Advisors's DUSA Position: Q2 2026 in Review

IFP Advisors increased its Davis Select US Equity ETF (DUSA) stake by 1,235% in Q2 2026, buying an estimated $1.81M and bringing the position to 35,586 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #483.

IFP Advisors first reported a position in DUSA in Q2 2018 and has held it in 31 quarters since. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

IFP Advisors held 35,586 shares of Davis Select US Equity ETF worth $2M as of Q2 2026.
IFP Advisors bought 32,921 Davis Select US Equity ETF shares in Q2 2026, an estimated $1.81M.
Davis Select US Equity ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #483 holding.
IFP Advisors first reported a position in Davis Select US Equity ETF in Q2 2018 and has held it in 31 quarters since.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.