Regatta Research & Money Management’s Davis Select US Equity ETF DUSA Stock Holding History

Regatta Research & Money 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
2026 Q2	$650K	Buy	+11,576	New	+$637K	0.61%	38

Other funds holding DUSA

DSA

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

KAS

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

LPL Financial San Diego, California $445B AUM 25.58% 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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in Davis Select US Equity ETF (DUSA) in Q2 2026: 11,576 shares worth $650K. The stake represents 0.61% of the portfolio and ranks #38 among its holdings.

65 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Regatta Research & Money Management held 11,576 shares of Davis Select US Equity ETF worth $650K as of Q2 2026.
Davis Select US Equity ETF was a new Regatta Research & Money Management position in Q2 2026.
Davis Select US Equity ETF made up 0.61% of Regatta Research & Money Management's portfolio in Q2 2026, its #38 holding.
65 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

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