SWGC
DFNL icon

Summit Wealth Group (Colorado)’s Davis Select Financial ETF DFNL Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Buy
+27,113
New +$1.16M 0.29% 81