Summit Wealth Group (Colorado)’s Davis Select US Equity ETF DUSA Stock Holding History

Summit Wealth Group (Colorado)’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	$2.68M	Sell	47,770 -99	-0.2%	-$5.44K	0.22%	56
2026 Q1	$2.43M	Sell	47,869 -1,959	-4%	-$102K	0.26%	54
2025 Q4	$2.55M	Buy	+49,828	New	+$2.45M	0.34%	44
2025 Q3	–	Sell	-59,296	Closed	-$2.74M	–	525
2025 Q2	$2.74M	Buy	+59,296	New	+$2.55M	0.69%	40

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 Wealth Group (Colorado)'s DUSA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Davis Select US Equity ETF (DUSA) stake by 0.21% in Q2 2026, selling an estimated $5.44K and leaving 47,770 shares worth $2.68M. The position accounts for 0.22% of the portfolio, ranked #56.

Summit Wealth Group (Colorado) first reported a position in DUSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.74M in Q2 2025. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Summit Wealth Group (Colorado) held 47,770 shares of Davis Select US Equity ETF worth $2.68M as of Q2 2026.
Summit Wealth Group (Colorado) sold 99 Davis Select US Equity ETF shares in Q2 2026, an estimated $5.44K.
Davis Select US Equity ETF made up 0.22% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #56 holding.
Summit Wealth Group (Colorado) first reported a position in Davis Select US Equity ETF in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Davis Select US Equity ETF position peaked at $2.74M in Q2 2025.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.