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Principal Securities’s Davis Select US Equity ETF DUSA Stock Holding History

Principal Securities’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
Q4 		– Sell
-312
Closed -$14.9K – 1913
2025
Q3 		$14.9K Hold
312
– – ﹤0.01% 2546
2025
Q2 		$14.4K Hold
312
– – ﹤0.01% 2474
2025
Q1 		$13.1K Hold
312
– – ﹤0.01% 2410
2024
Q4 		$13.1K Buy
312
+3
+1% +$129 ﹤0.01% 2406
2024
Q3 		$12.9K Hold
309
– – ﹤0.01% 2322
2024
Q2 		$12.6K Hold
309
– – ﹤0.01% 2288
2024
Q1 		$12.5K Buy
309
+7
+2% +$263 ﹤0.01% 2233
2023
Q4 		$10.7K Buy
+302
New +$9.97K ﹤0.01% 2210

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Principal Securities's DUSA Position: Q4 2025 in Review

Principal Securities sold out of Davis Select US Equity ETF (DUSA) in Q4 2025, closing a stake of 312 shares — an estimated $14.9K sold.

Principal Securities first reported a position in DUSA in Q4 2023 and held it in 8 quarters. The position peaked at $14.9K in Q3 2025. 68 funds tracked by Wall St. Rank hold DUSA as of Q4 2025.

  • Principal Securities reported no remaining Davis Select US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 312 Davis Select US Equity ETF shares in Q4 2025, an estimated $14.9K.
  • Principal Securities first reported a position in Davis Select US Equity ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Davis Select US Equity ETF position peaked at $14.9K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.