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
2025 Q4	$5.11K	Buy	+100	New	+$4.92K	﹤0.01%	1964

Other funds holding DUSA

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SageView Advisory Group's DUSA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Davis Select US Equity ETF (DUSA) in Q4 2025: 100 shares worth $5.11K. The stake represents ﹤0.01% of the portfolio and ranks #1964 among its holdings.

68 funds tracked by Wall St. Rank hold DUSA as of Q4 2025.

SageView Advisory Group held 100 shares of Davis Select US Equity ETF worth $5.11K as of Q4 2025.
Davis Select US Equity ETF was a new SageView Advisory Group position in Q4 2025.
Davis Select US Equity ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1964 holding.
68 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.