Mount Yale Investment Advisors’s Davis Select US Equity ETF DUSA Stock Holding History

Mount Yale Investment Advisors’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 Q1	$519K	Buy	+10,226	New	+$530K	0.01%	708

Other funds holding DUSA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $290M AUM 15.6% 1-Year Est. Return

Mount Yale Investment Advisors's DUSA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Davis Select US Equity ETF (DUSA) in Q1 2026: 10,226 shares worth $519K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings.

75 funds tracked by Wall St. Rank hold DUSA as of Q1 2026.

Mount Yale Investment Advisors held 10,226 shares of Davis Select US Equity ETF worth $519K as of Q1 2026.
Davis Select US Equity ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Davis Select US Equity ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #708 holding.
75 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.