Summit Wealth Group LLC / CO Davis Fundamental ETF Tr Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 59,296 shares of DUSA stock, worth $2.79 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
59,296
Holding current value
$2.79 Million
% of portfolio
0.69%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$38.38 - $46.28 $2.28 Million - $2.74 Million
59,296 New
59,296 $2.74 Billion

Others Institutions Holding DUSA

# of Institutions
73
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DUSA Quotes by TradingView
  • Ticker DUSA
  • Sector ETFs
  • Industry ETFs
More about DUSA
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