Summit Investment Advisory Services’s Davis Select US Equity ETF DUSA Stock Holding History

Summit Investment Advisory Services’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	$473K	Hold	8,422	–	–	0.12%	52
2026 Q1	$427K	Hold	8,422	–	–	0.16%	45
2025 Q4	$431K	Buy	8,422 +58	+0.7%	+$2.85K	0.16%	45
2025 Q3	$401K	Buy	8,364 +33	+0.4%	+$1.56K	0.16%	45
2025 Q2	$386K	Buy	8,331 +348	+4%	+$14.9K	0.17%	44
2025 Q1	$338K	Hold	7,983	–	–	0.17%	48
2024 Q4	$336K	Hold	7,983	–	–	0.17%	49
2024 Q3	$333K	Buy	+7,983	New	+$324K	0.18%	48
2024 Q2	–	Sell	-8,107	Closed	-$327K	–	52
2024 Q1	$327K	Sell	8,107 -156	-2%	-$5.86K	0.19%	48
2023 Q4	$291K	Buy	8,263 +151	+2%	+$4.99K	0.18%	47
2023 Q3	$256K	Buy	8,112 +1,505	+23%	+$49.3K	0.19%	43
2023 Q2	$212K	Buy	+6,607	New	+$197K	0.14%	54

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 Investment Advisory Services's DUSA Position: Q2 2026 in Review

Summit Investment Advisory Services held its Davis Select US Equity ETF (DUSA) position steady in Q2 2026 at 8,422 shares worth $473K. The position accounts for 0.12% of the portfolio, ranked #52.

Summit Investment Advisory Services first reported a position in DUSA in Q2 2023 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Summit Investment Advisory Services held 8,422 shares of Davis Select US Equity ETF worth $473K as of Q2 2026.
Summit Investment Advisory Services left its Davis Select US Equity ETF share count unchanged in Q2 2026.
Davis Select US Equity ETF made up 0.12% of Summit Investment Advisory Services's portfolio in Q2 2026, its #52 holding.
Summit Investment Advisory Services first reported a position in Davis Select US Equity ETF in Q2 2023 and has held it in 12 quarters since.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.