IFP Advisors’s Davis Select Worldwide ETF DWLD Stock Holding History

IFP Advisors’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
2026 Q3	$19.2K	Buy	+430	New	+$20.3K	﹤0.01%	2983
2019 Q1	–	Sell	-404	Closed	-$8K	–	2616
2018 Q4	$8K	Hold	404	–	–	﹤0.01%	2607
2018 Q3	$10K	Hold	404	–	–	﹤0.01%	2844
2018 Q2	$11K	Sell	404 -525	-57%	-$13.9K	﹤0.01%	2824
2018 Q1	$24K	Hold	929	–	–	﹤0.01%	2271
2017 Q4	$24K	Buy	929 +404	+77%	+$10.2K	﹤0.01%	2302
2017 Q3	$13K	Hold	525	–	–	﹤0.01%	2871
2017 Q2	$12K	Buy	+525	New	+$11.5K	﹤0.01%	2898

Other funds holding DWLD

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

IFP Advisors's DWLD Position: Q3 2026 in Review

IFP Advisors opened a new position in Davis Select Worldwide ETF (DWLD) in Q3 2026: 430 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #2983 among its holdings. This is a return to the name: IFP Advisors previously reported a position in DWLD as recently as Q4 2018.

IFP Advisors first reported a position in DWLD in Q2 2017 and has held it in 8 quarters since. The position peaked at $24K in Q1 2018. 6 funds tracked by Wall St. Rank hold DWLD as of Q3 2026.

IFP Advisors held 430 shares of Davis Select Worldwide ETF worth $19.2K as of Q3 2026.
Davis Select Worldwide ETF was a new IFP Advisors position in Q3 2026.
Davis Select Worldwide ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2983 holding.
IFP Advisors first reported a position in Davis Select Worldwide ETF in Q2 2017 and has held it in 8 quarters since.
IFP Advisors's Davis Select Worldwide ETF position peaked at $24K in Q1 2018.
6 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.