WWM
DUSA icon

WJ Wealth Management’s Davis Select US Equity ETF DUSA Stock Holding History

WJ Wealth Management’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
Q1 		$411K Sell
8,100
-38,029
-82% -$1.97M 0.19% 60
2025
Q4 		$2.36M Buy
+46,129
New +$2.27M 1.03% 26

Other funds holding DUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $290M AUM 15.6% 1-Year Est. Return

WJ Wealth Management's DUSA Position: Q1 2026 in Review

WJ Wealth Management reduced its Davis Select US Equity ETF (DUSA) stake by 82% in Q1 2026, selling an estimated $1.97M and leaving 8,100 shares worth $411K. The position accounts for 0.19% of the portfolio, ranked #60.

WJ Wealth Management first reported a position in DUSA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.36M in Q4 2025. 75 funds tracked by Wall St. Rank hold DUSA as of Q1 2026.

  • WJ Wealth Management held 8,100 shares of Davis Select US Equity ETF worth $411K as of Q1 2026.
  • WJ Wealth Management sold 38,029 Davis Select US Equity ETF shares in Q1 2026, an estimated $1.97M.
  • Davis Select US Equity ETF made up 0.19% of WJ Wealth Management's portfolio in Q1 2026, its #60 holding.
  • WJ Wealth Management first reported a position in Davis Select US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • WJ Wealth Management's Davis Select US Equity ETF position peaked at $2.36M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.