MWM
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Modern Wealth Management’s Davis Select Financial ETF DFNL Stock Holding History

Modern Wealth Management’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$411K Sell
9,560
-660
-6% -$28.3K 0.01% 516
2025
Q1 		$401K Hold
10,220
– – 0.01% 464
2024
Q4 		$389K Buy
+10,220
New +$389K 0.01% 402