Kiker Wealth Management’s Davis Select US Equity ETF DUSA Stock Holding History

Kiker Wealth Management’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
2025 Q2	–	Sell	-302	Closed	-$12.8K	–	671
2025 Q1	$12.8K	Buy	+302	New	+$13.3K	0.01%	351

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

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWH

Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return

Kiker Wealth Management's DUSA Position: Q2 2025 in Review

Kiker Wealth Management sold out of Davis Select US Equity ETF (DUSA) in Q2 2025, closing a stake of 302 shares — an estimated $12.8K sold.

Kiker Wealth Management first reported a position in DUSA in Q1 2025 and held it in 1 quarter. The position peaked at $12.8K in Q1 2025. 64 funds tracked by Wall St. Rank hold DUSA as of Q2 2025.

Kiker Wealth Management reported no remaining Davis Select US Equity ETF position as of Q2 2025 after selling out during the quarter.
Kiker Wealth Management sold 302 Davis Select US Equity ETF shares in Q2 2025, an estimated $12.8K.
Kiker Wealth Management first reported a position in Davis Select US Equity ETF in Q1 2025 and held it in 1 quarter.
Kiker Wealth Management's Davis Select US Equity ETF position peaked at $12.8K in Q1 2025.
64 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.