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Summit Wealth Group (Colorado)’s Davis Select Worldwide ETF DWLD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Hold
7,316
– – 0.03% 280
2026
Q1 		$321K Sell
7,316
-209
-3% -$9.61K 0.03% 250
2025
Q4 		$351K Buy
+7,525
New +$343K 0.05% 192
2025
Q3 		– Sell
-7,881
Closed -$327K – 318
2025
Q2 		$327K Buy
+7,881
New +$304K 0.08% 169

Other funds holding DWLD

FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Summit Wealth Group (Colorado) held its Davis Select Worldwide ETF (DWLD) position steady in Q2 2026 at 7,316 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #280.

Summit Wealth Group (Colorado) first reported a position in DWLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $351K in Q4 2025. 22 funds tracked by Wall St. Rank hold DWLD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,316 shares of Davis Select Worldwide ETF worth $338K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its Davis Select Worldwide ETF share count unchanged in Q2 2026.
  • Davis Select Worldwide ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #280 holding.
  • Summit Wealth Group (Colorado) first reported a position in Davis Select Worldwide ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Davis Select Worldwide ETF position peaked at $351K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2026.

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