Summit Financial’s Davis Select US Equity ETF DUSA Stock Holding History

Summit Financial’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 Q2	$384K	Buy	+6,837	New	+$376K	﹤0.01%	1204

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Summit Financial's DUSA Position: Q2 2026 in Review

Summit Financial opened a new position in Davis Select US Equity ETF (DUSA) in Q2 2026: 6,837 shares worth $384K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings.

85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Summit Financial held 6,837 shares of Davis Select US Equity ETF worth $384K as of Q2 2026.
Davis Select US Equity ETF was a new Summit Financial position in Q2 2026.
Davis Select US Equity ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1204 holding.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.