Sebold Capital Management’s Davis Select US Equity ETF DUSA Stock Holding History

Sebold Capital Management’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 Q2	$3.67M	Buy	79,348 +207	+0.3%	+$8.89K	2.26%	15
2025 Q1	$3.35M	Sell	79,141 -10,790	-12%	-$474K	2.2%	14
2024 Q4	$3.79M	Sell	89,931 -7,371	-8%	-$317K	2.54%	12
2024 Q3	$4.06M	Sell	97,302 -3,044	-3%	-$124K	2.67%	11
2024 Q2	$4.08M	Buy	100,346 +233	+0.2%	+$9.26K	2.81%	11
2024 Q1	$4.04M	Sell	100,113 -3,441	-3%	-$129K	2.73%	11
2023 Q4	$3.65M	Buy	103,554 +22,594	+28%	+$746K	2.7%	12
2023 Q3	$2.56M	Buy	80,960 +7,831	+11%	+$256K	2.09%	13
2023 Q2	$2.34M	Sell	73,129 -6,950	-9%	-$207K	1.87%	14
2023 Q1	$2.28M	Buy	80,079 +6,888	+9%	+$199K	1.8%	15
2022 Q4	$1.99M	Buy	+73,191	New	+$1.99M	1.63%	18

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

KAS

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWH

Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return

Sebold Capital Management's DUSA Position: Q2 2025 in Review

Sebold Capital Management increased its Davis Select US Equity ETF (DUSA) stake by 0.26% in Q2 2025, buying an estimated $8.89K and bringing the position to 79,348 shares worth $3.67M. The position accounts for 2.26% of the portfolio, ranked #15.

Sebold Capital Management first reported a position in DUSA in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.08M in Q2 2024. 64 funds tracked by Wall St. Rank hold DUSA as of Q2 2025.

Sebold Capital Management held 79,348 shares of Davis Select US Equity ETF worth $3.67M as of Q2 2025.
Sebold Capital Management bought 207 Davis Select US Equity ETF shares in Q2 2025, an estimated $8.89K.
Davis Select US Equity ETF made up 2.26% of Sebold Capital Management's portfolio in Q2 2025, its #15 holding.
Sebold Capital Management first reported a position in Davis Select US Equity ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's Davis Select US Equity ETF position peaked at $4.08M in Q2 2024.
64 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.