Prospera Financial Services’s Davis Select US Equity ETF DUSA Stock Holding History

Prospera 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 Q3	$278K	Buy	+4,933	New	+$281K	﹤0.01%	1296
2025 Q1	–	Sell	-68,480	Closed	-$2.88M	–	1184
2024 Q4	$2.88M	Sell	68,480 -2,443	-3%	-$105K	0.07%	293
2024 Q3	$2.96M	Sell	70,923 -41,708	-37%	-$1.69M	0.08%	275
2024 Q2	$4.58M	Buy	112,631 +51,818	+85%	+$2.06M	0.13%	176
2024 Q1	$2.45M	Buy	+60,813	New	+$2.29M	0.07%	297

Other funds holding DUSA

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $351M AUM 16% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prospera Financial Services's DUSA Position: Q3 2026 in Review

Prospera Financial Services opened a new position in Davis Select US Equity ETF (DUSA) in Q3 2026: 4,933 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1296 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in DUSA as recently as Q4 2024.

Prospera Financial Services first reported a position in DUSA in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.58M in Q2 2024. 56 funds tracked by Wall St. Rank hold DUSA as of Q3 2026.

Prospera Financial Services held 4,933 shares of Davis Select US Equity ETF worth $278K as of Q3 2026.
Davis Select US Equity ETF was a new Prospera Financial Services position in Q3 2026.
Davis Select US Equity ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1296 holding.
Prospera Financial Services first reported a position in Davis Select US Equity ETF in Q1 2024 and has held it in 5 quarters since.
Prospera Financial Services's Davis Select US Equity ETF position peaked at $4.58M in Q2 2024.
56 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.