Position history for Steward Partners Investment Advisory, LLC's holdings in DAVIS FUNDAMENTAL ETF TR
Steward Partners Investment Advisory, LLC holds 7,460 shares of DUSA (DAVIS FUNDAMENTAL ETF TR), worth $381,430 as of 2025-Q4. The position was increased (++4.2% shares). DUSA represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$381,430
Current Shares
7,460
Total Value Change
+$78,405
Total Shares Change
0
Other major holders of DUSA: Kestra Advisory Services, LLC, MORGAN STANLEY, DAVIS SELECTED ADVISERS
Increased |
| 7,460 |
+4.2% |
| $381,430 |
| 0.0% |
| $51.51 |
25 |
| 2025-Q3 | Unchanged | 7,160 | 0.0% | $342,967 | 0.0% | $47.89 | 0 |
| 2025-Q2 | Unchanged | 7,160 | 0.0% | $331,365 | 0.0% | $45.75 | 0 |
| 2025-Q1 | Decreased | 7,160 | -2.0% | $303,011 | 0.0% | $41.61 | 0 |
| 2024-Q4 | Decreased | 7,310 | -0.7% | $307,824 | 0.0% | $41.70 | 0 |
| 2024-Q3 | Decreased | 7,360 | -1.3% | $306,765 | 0.0% | $40.90 | 0 |
| 2024-Q2 | Unchanged | 7,460 | 0.0% | $303,025 | 0.0% | $39.90 | 0 |