WIA
DFNL icon

Wetzel Investment Advisors’s Davis Select Financial ETF DFNL Stock Holding History

Wetzel Investment Advisors’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-470
Closed -$15.7K – 300
2024
Q2 		$15.7K Hold
470
– – 0.01% 383
2024
Q1 		$14.8K Hold
470
– – 0.01% 436
2023
Q4 		$14K Buy
+470
New +$13.1K 0.01% 438

Other funds holding DFNL

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wetzel Investment Advisors's DFNL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Davis Select Financial ETF (DFNL) in Q3 2024, closing a stake of 470 shares — an estimated $15.7K sold.

Wetzel Investment Advisors first reported a position in DFNL in Q4 2023 and held it in 3 quarters. The position peaked at $15.7K in Q2 2024. 44 funds tracked by Wall St. Rank hold DFNL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Davis Select Financial ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 470 Davis Select Financial ETF shares in Q3 2024, an estimated $15.7K.
  • Wetzel Investment Advisors first reported a position in Davis Select Financial ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Davis Select Financial ETF position peaked at $15.7K in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.