Strategic Wealth Investment Group, LLC
Position in DFNL — Davis Select Financial ETF
CIK 1802365
LOUISVILLE, KY
Position in DFNL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$422,347
New position
Shares Held
9,419
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in DFNL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,347 | 9,419 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||