Strategic Wealth Investment Group, LLC
Position in DFNL — Davis Select Financial ETF
CIK 1802365
LOUISVILLE, KY
Position in DFNL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$549,185
+$126,838 QoQ
Shares Held
11,125
+18.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#25
of 40 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,185 | 11,125 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $422,347 | 9,419 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||