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LPL Financial LLC

Position in DFNL — Davis Select Financial ETF

CIK 1403438 FORT MILL, SC

Position in DFNL

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$18,634,203
-$543,914 QoQ
Shares Held
415,571
+4.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in DFNL Over Time

Shares Held

Position Value (USD)

All Filings in DFNL

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $18,634,203 415,571
2025-12-31 $19,178,117 396,816
2025-09-30 $16,565,940 366,341
2025-06-30 $14,328,691 333,691
2025-03-31 $12,793,338 325,696
2024-12-31 $11,621,944 305,118
2024-09-30 $9,940,007 268,736
2024-06-30 $7,175,252 216,057
2024-03-31 $6,767,921 203,125
2023-12-31 $6,273,466 207,264
2023-09-30 $5,896,504 220,323
2023-06-30 $5,994,913 221,084
2023-03-31 $5,767,423 222,123
2022-12-31 $5,649,072 208,707
2022-09-30 $4,839,258 197,771
2022-06-30 $4,637,682 178,785
2022-03-31 $5,266,374 170,488
2021-12-31 $5,124,010 167,665
2021-09-30 $4,851,854 159,548
2021-06-30 $4,206,069 140,207
2021-03-31 $3,871,438 137,970
2020-12-31 $3,233,545 135,550
2020-09-30 $3,918,451 205,693
2020-06-30 $2,761,517 149,110
2020-03-31 $2,483,098 148,644