Strategic Wealth Investment Group’s Davis Select Financial ETF DFNL Stock Holding History

Strategic Wealth Investment Group’s Portfolio DFNL Stock Details DFNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$422K	Buy	+9,419	New	+$444K	0.05%	76

Other funds holding DFNL

DSA

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strategic Wealth Investment Group's DFNL Position: Q1 2026 in Review

Strategic Wealth Investment Group opened a new position in Davis Select Financial ETF (DFNL) in Q1 2026: 9,419 shares worth $422K. The stake represents 0.05% of the portfolio and ranks #76 among its holdings.

60 funds tracked by Wall St. Rank hold DFNL as of Q1 2026.

Strategic Wealth Investment Group held 9,419 shares of Davis Select Financial ETF worth $422K as of Q1 2026.
Davis Select Financial ETF was a new Strategic Wealth Investment Group position in Q1 2026.
Davis Select Financial ETF made up 0.05% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #76 holding.
60 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.