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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
Q2 		$804K Buy
14,317
+4,091
+40% +$225K 0.01% 643
2026
Q1 		$519K Buy
+10,226
New +$530K 0.01% 708

Other funds holding DUSA

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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

Mount Yale Investment Advisors's DUSA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Davis Select US Equity ETF (DUSA) stake by 40% in Q2 2026, buying an estimated $225K and bringing the position to 14,317 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #643.

Mount Yale Investment Advisors first reported a position in DUSA in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

  • Mount Yale Investment Advisors held 14,317 shares of Davis Select US Equity ETF worth $804K as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,091 Davis Select US Equity ETF shares in Q2 2026, an estimated $225K.
  • Davis Select US Equity ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #643 holding.
  • Mount Yale Investment Advisors first reported a position in Davis Select US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.