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Allworth Financial LP

Position in DFNL — Davis Select Financial ETF

CIK 1555170 FOLSOM, CA

Position in DFNL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$35,295
+$3,235 QoQ
Shares Held
715
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 30 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $35,295 715
2026-03-31 $32,060 715
2025-12-31 $34,555 715
2025-09-30 $32,332 715
2025-06-30 $30,702 715
2025-03-31 $28,085 715
2024-12-31 $27,234 715
2024-09-30 $26,446 715
2024-06-30 $23,745 715
2024-03-31 $23,823 715