O'Donnell Financial Services’s Davis Select US Equity ETF DUSA Stock Holding History

O'Donnell Financial Services’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	$25.8M	Buy	459,277 +52,721	+13%	+$2.9M	7.59%	3
2026 Q1	$20.6M	Buy	+406,556	New	+$21.1M	7.1%	3

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

O'Donnell Financial Services's DUSA Position: Q2 2026 in Review

O'Donnell Financial Services increased its Davis Select US Equity ETF (DUSA) stake by 13% in Q2 2026, buying an estimated $2.9M and bringing the position to 459,277 shares worth $25.8M. The position accounts for 7.59% of the portfolio, ranked #3.

O'Donnell Financial Services 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.

O'Donnell Financial Services held 459,277 shares of Davis Select US Equity ETF worth $25.8M as of Q2 2026.
O'Donnell Financial Services bought 52,721 Davis Select US Equity ETF shares in Q2 2026, an estimated $2.9M.
Davis Select US Equity ETF made up 7.59% of O'Donnell Financial Services's portfolio in Q2 2026, its #3 holding.
O'Donnell Financial Services 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 O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.