Skip to main content

Carson Advisory Inc.

Position in DFNL — Davis Select Financial ETF

CIK 1909304 ATHENS, GA

Position in DFNL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$271,507
+$24,887 QoQ
Shares Held
5,500
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#21
of 30 holders
Holding Since
Mar 2022
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
2026-06-30 $271,507 5,500
2026-03-31 $246,620 5,500
2025-12-31 $265,815 5,500
2025-09-30 $248,710 5,500
2025-06-30 $236,170 5,500
2025-03-31 $216,040 5,500
2024-12-31 $209,495 5,500
2024-09-30 $212,607 5,748
2022-03-31 $200,785 6,500