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Mariner Independent Advisor Network’s Davis Select US Equity ETF DUSA Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$549K Buy
21,773
+488
+2% +$13.7K 0.02% 458
2022
Q2 		$588K Buy
21,285
+524
+3% +$15.6K 0.02% 453
2022
Q1 		$686K Buy
20,761
+6,494
+46% +$219K 0.03% 409
2021
Q4 		$488K Buy
+14,267
New +$497K 0.02% 394

Other funds holding DUSA

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Mariner Independent Advisor Network's DUSA Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Davis Select US Equity ETF (DUSA) stake by 2.3% in Q3 2022, buying an estimated $13.7K and bringing the position to 21,773 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #458.

Mariner Independent Advisor Network first reported a position in DUSA in Q4 2021 and has held it in 4 quarters since. The position peaked at $686K in Q1 2022. 45 funds tracked by Wall St. Rank hold DUSA as of Q3 2022.

  • Mariner Independent Advisor Network held 21,773 shares of Davis Select US Equity ETF worth $549K as of Q3 2022.
  • Mariner Independent Advisor Network bought 488 Davis Select US Equity ETF shares in Q3 2022, an estimated $13.7K.
  • Davis Select US Equity ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #458 holding.
  • Mariner Independent Advisor Network first reported a position in Davis Select US Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Mariner Independent Advisor Network's Davis Select US Equity ETF position peaked at $686K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.