Regatta Research & Money Management’s Davis Select Financial ETF DFNL Stock Holding History

Regatta Research & Money Management’s Portfolio DFNL Stock Details DFNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Buy	+2,853	New	+$134K	0.13%	148

Other funds holding DFNL

DSA

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

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

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

NLP

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

Regatta Research & Money Management's DFNL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Davis Select Financial ETF (DFNL) in Q2 2026: 2,853 shares worth $141K. The stake represents 0.13% of the portfolio and ranks #148 among its holdings.

46 funds tracked by Wall St. Rank hold DFNL as of Q2 2026.

Regatta Research & Money Management held 2,853 shares of Davis Select Financial ETF worth $141K as of Q2 2026.
Davis Select Financial ETF was a new Regatta Research & Money Management position in Q2 2026.
Davis Select Financial ETF made up 0.13% of Regatta Research & Money Management's portfolio in Q2 2026, its #148 holding.
46 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.