Position history for Steward Partners Investment Advisory, LLC's holdings in DAVIS FUNDAMENTAL ETF TR
Steward Partners Investment Advisory, LLC holds 9,543 shares of DUSA (DAVIS FUNDAMENTAL ETF TR), worth $484,212 as of 2026-Q1. The position was increased (+27.9% shares). DUSA represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$484,212
Current Shares
9,543
Total Value Change
+$181,187
Total Shares Change
+2,083
Other major holders of DUSA: Kestra Advisory Services, LLC, MORGAN STANLEY
Increased |
| 9,543 |
+27.9% |
| $484,212 |
| 0.0% |
| $51.80 |
30 |
| 2025-Q4 | 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 |