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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$338K Hold
2024
Q4
$336K Hold
2024
Q3
$333K Buy
2024
Q2
Sell
2024
Q1
$327K Sell
2023
Q4
$291K Buy
2023
Q3
$256K Buy
2023
Q2
$212K Buy