SageView Advisory Group’s Davis Select Worldwide ETF DWLD Stock Holding History

SageView Advisory Group’s Portfolio DWLD Stock Details DWLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$8.31K	Buy	+178	New	+$8.11K	﹤0.01%	1784

Other funds holding DWLD

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

SageView Advisory Group opened a new position in Davis Select Worldwide ETF (DWLD) in Q4 2025: 178 shares worth $8.31K. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings.

59 funds tracked by Wall St. Rank hold DWLD as of Q4 2025.

SageView Advisory Group held 178 shares of Davis Select Worldwide ETF worth $8.31K as of Q4 2025.
Davis Select Worldwide ETF was a new SageView Advisory Group position in Q4 2025.
Davis Select Worldwide ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1784 holding.
59 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q4 2025.

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