Mather Group’s Davis Select US Equity ETF DUSA Stock Holding History

Mather Group’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 Q3	$122K	Buy	+2,228	New	+$127K	﹤0.01%	910

Other funds holding DUSA

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

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

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Mather Group's DUSA Position: Q3 2026 in Review

Mather Group opened a new position in Davis Select US Equity ETF (DUSA) in Q3 2026: 2,228 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings.

14 funds tracked by Wall St. Rank hold DUSA as of Q3 2026.

Mather Group held 2,228 shares of Davis Select US Equity ETF worth $122K as of Q3 2026.
Davis Select US Equity ETF was a new Mather Group position in Q3 2026.
Davis Select US Equity ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #910 holding.
14 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.