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DFNLDFNL
2 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in DAVIS FUNDAMENTAL ETF TR

Envestnet Portfolio Solutions, Inc. holds 28,323 shares of DFNL (DAVIS FUNDAMENTAL ETF TR), worth $1.4M as of 2026-Q2. The position was increased (+53.0% shares). DFNL represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$1.4M

Current Shares

28,323

Total Value Change

+$568,312

Total Shares Change

+9,816

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
28,323
+53.0%
$1.4M0.0%$49.37
36
2026-Q1
New
18,507
-
$829,8540.0%$46.45
34

Other major holders of DFNL: DAVIS SELECTED ADVISERS

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