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DUSADUSA
Showing 8 of 18 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in DAVIS FUNDAMENTAL ETF TR

STIFEL FINANCIAL CORP holds 155,285 shares of DUSA (DAVIS FUNDAMENTAL ETF TR), worth $8.7M as of 2026-Q2. The position was increased (+4.1% shares). DUSA represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$8.7M

Current Shares

155,285

Total Value Change

+$5.2M

Total Shares Change

+71,014

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
155,285
+4.1%
$8.7M0.0%$56.18
29
2026-Q1
Increased
149,205
+11.8%
$7.6M0.0%$51.80
31
2025-Q4
Increased
133,462
+1.4%
$6.8M0.0%$51.51
28
2025-Q3
Increased
131,656
+21.0%
$6.3M0.0%$47.89
33
2025-Q2
Increased
108,785
+10.6%
$5M0.0%$45.75
30
2025-Q1
Increased
98,336
+11.4%
$4.2M0.0%$41.61
30
2024-Q4
Increased
88,230
+4.7%
$3.7M0.0%$41.70
28
2024-Q3
Increased
84,271
+44.3%
$3.5M0.0%$40.90
36

Other major holders of DUSA: MORGAN STANLEY, Steward Partners Investment Advisory, LLC

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