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CWM, LLC

Position in DFNL — Davis Select Financial ETF

CIK 1535847 OMAHA, NE

Position in DFNL

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$79,366
-$4,776 QoQ
Shares Held
1,770
+1.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $79,366 1,770
2025-12-31 $84,142 1,741
2025-09-30 $79,135 1,750
2025-06-30 $55,822 1,300
2025-03-31 $19,640 500
2024-12-31 $46,964 1,233
2024-09-30 $61,511 1,663
2024-06-30 $55,460 1,670
2024-03-31 $55,709 1,672