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Priebe Wealth Holdings’s Davis Select US Equity ETF DUSA Stock Holding History

Priebe Wealth Holdings’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
2025
Q2 		$7.7M Buy
166,315
+42,325
+34% +$1.82M 6.66% 2
2025
Q1 		$5.25M Buy
123,990
+117,315
+1,758% +$5.15M 3.27% 6
2024
Q4 		$281K Buy
+6,675
New +$287K 0.19% 53

Other funds holding DUSA

Morgan Stanley
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

Priebe Wealth Holdings's DUSA Position: Q2 2025 in Review

Priebe Wealth Holdings increased its Davis Select US Equity ETF (DUSA) stake by 34% in Q2 2025, buying an estimated $1.82M and bringing the position to 166,315 shares worth $7.7M. The position accounts for 6.66% of the portfolio, ranked #2.

Priebe Wealth Holdings first reported a position in DUSA in Q4 2024 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold DUSA as of Q2 2025.

  • Priebe Wealth Holdings held 166,315 shares of Davis Select US Equity ETF worth $7.7M as of Q2 2025.
  • Priebe Wealth Holdings bought 42,325 Davis Select US Equity ETF shares in Q2 2025, an estimated $1.82M.
  • Davis Select US Equity ETF made up 6.66% of Priebe Wealth Holdings's portfolio in Q2 2025, its #2 holding.
  • Priebe Wealth Holdings first reported a position in Davis Select US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.