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

Millstone Evans 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 Q2	$43.1K	Hold	768	–	–	0.02%	373
2026 Q1	$39K	Hold	768	–	–	0.02%	373
2025 Q4	$39.3K	Hold	768	–	–	0.02%	373
2025 Q3	$36.8K	Hold	768	–	–	0.02%	374
2025 Q2	$35.5K	Hold	768	–	–	0.02%	366
2025 Q1	$32.5K	Hold	768	–	–	0.02%	376
2024 Q4	$32.3K	Buy	+768	New	+$33K	0.02%	361

Other funds holding DUSA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Millstone Evans Group's DUSA Position: Q2 2026 in Review

Millstone Evans Group held its Davis Select US Equity ETF (DUSA) position steady in Q2 2026 at 768 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #373.

Millstone Evans Group first reported a position in DUSA in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Millstone Evans Group held 768 shares of Davis Select US Equity ETF worth $43.1K as of Q2 2026.
Millstone Evans Group left its Davis Select US Equity ETF share count unchanged in Q2 2026.
Davis Select US Equity ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #373 holding.
Millstone Evans Group first reported a position in Davis Select US Equity ETF in Q4 2024 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.