SageView Advisory Group’s Davis Select US Equity ETF DUSA Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-100	Closed	-$5.11K	–	1091
2025 Q4	$5.11K	Buy	+100	New	+$4.92K	﹤0.01%	1964

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

SageView Advisory Group's DUSA Position: Q1 2026 in Review

SageView Advisory Group sold out of Davis Select US Equity ETF (DUSA) in Q1 2026, closing a stake of 100 shares — an estimated $5.11K sold.

SageView Advisory Group first reported a position in DUSA in Q4 2025 and held it in 1 quarter. The position peaked at $5.11K in Q4 2025. 75 funds tracked by Wall St. Rank hold DUSA as of Q1 2026.

SageView Advisory Group reported no remaining Davis Select US Equity ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 100 Davis Select US Equity ETF shares in Q1 2026, an estimated $5.11K.
SageView Advisory Group first reported a position in Davis Select US Equity ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Davis Select US Equity ETF position peaked at $5.11K in Q4 2025.
75 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.