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DWLDDWLD
8 quarters

Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in DAVIS FUNDAMENTAL ETF TR

BENJAMIN EDWARDS INC holds 42,125 shares of DWLD (DAVIS FUNDAMENTAL ETF TR), worth $1.9M as of 2026-Q2. The position was decreased (-0.7% shares). DWLD represents 0.0% of BENJAMIN EDWARDS INC's portfolio.

Current Value

$1.9M

Current Shares

42,125

Total Value Change

+$704,160

Total Shares Change

+9,310

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
42,125
-0.7%
$1.9M0.0%$46.24
0
2026-Q1
Increased
42,425
+2.3%
$1.9M0.0%$45.04
26
2025-Q4
Increased
41,470
+4.6%
$1.9M0.0%$47.10
27
2025-Q3
Increased
39,635
+1.6%
$1.8M0.0%$44.82
26
2025-Q2
Increased
39,022
+1.1%
$1.6M0.0%$40.69
26
2025-Q1
Increased
38,607
+14.4%
$1.5M0.0%$37.19
29
2024-Q4
Increased
33,745
+2.8%
$1.2M0.0%$35.75
26
2024-Q3
New
32,815
-
$1.2M0.0%$36.97
35

Other major holders of DWLD: DAVIS SELECTED ADVISERS, MORGAN STANLEY

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