WJ Wealth Management LLC Invests $2.36 Million in Davis Select U.S. Equity ETF $DUSA

WJ Wealth Management LLC acquired a new position in shares of Davis Select U.S. Equity ETF (BATS:DUSAFree Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 46,129 shares of the company’s stock, valued at approximately $2,359,000. Davis Select U.S. Equity ETF accounts for about 1.0% of WJ Wealth Management LLC’s portfolio, making the stock its 26th largest position. WJ Wealth Management LLC owned 0.29% of Davis Select U.S. Equity ETF as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. TD Waterhouse Canada Inc. purchased a new position in shares of Davis Select U.S. Equity ETF during the 4th quarter worth about $41,000. Advisory Services Network LLC acquired a new stake in Davis Select U.S. Equity ETF during the 3rd quarter worth approximately $44,000. Great Point Wealth Advisors LLC acquired a new stake in Davis Select U.S. Equity ETF during the 3rd quarter worth approximately $262,000. Stratos Wealth Partners LTD. acquired a new stake in Davis Select U.S. Equity ETF during the 4th quarter worth approximately $310,000. Finally, Summit Investment Advisory Services LLC acquired a new stake in Davis Select U.S. Equity ETF during the 3rd quarter worth approximately $386,000.

Davis Select U.S. Equity ETF Stock Performance

DUSA opened at $56.29 on Friday. The firm has a 50 day moving average price of $52.69 and a 200 day moving average price of $51.57. The company has a market cap of $889.38 million, a PE ratio of 17.61 and a beta of 0.97. Davis Select U.S. Equity ETF has a 1 year low of $42.27 and a 1 year high of $56.46.

Davis Select U.S. Equity ETF Company Profile

(Free Report)

The Davis Select U.S. Equity ETF (DUSA) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively-managed portfolio of US large-cap stocks. The fund seeks long-term capital growth and capital preservation. DUSA was launched on Jan 11, 2017 and is managed by Davis.

Further Reading

Institutional Ownership by Quarter for Davis Select U.S. Equity ETF (BATS:DUSA)

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