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Millstone Evans Group, LLC

Position in DFNL — Davis Select Financial ETF

CIK 2041943 BOULDER, CO

Position in DFNL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$162,904
+$14,932 QoQ
Shares Held
3,300
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#23
of 30 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $162,904 3,300
2026-03-31 $147,972 3,300
2025-12-31 $159,489 3,300
2025-09-30 $149,226 3,300
2025-06-30 $141,702 3,300
2025-03-31 $129,624 3,300
2024-12-31 $125,697 3,300