Regatta Research & Money Management
Position in DFNL — Davis Select Financial ETF
CIK 2137529
METAIRIE, LA
Position in DFNL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$140,838
New position
Shares Held
2,853
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#24
of 30 holders
Holding Since
Jun 2026
1 quarter on record
All Filings in DFNL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,838 | 2,853 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||