DUSA β€” DAVIS FUNDAMENTAL ETF TR

Ownership history in Focus Financial Network, Inc.  Β·  8 quarters on record

AI Ownership Summary

Focus Financial Network, Inc. reported DAVIS FUNDAMENTAL ETF TR (DUSA) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows DUSA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Financial Network, Inc.'s position in DAVIS FUNDAMENTAL ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DUSA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Focus Financial Network, Inc. held DUSA β€” position size vs. price
% of Fund (quarterly)    DUSA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,877 -298 -2.3% 0.02% $653K 2026-04-14 $53.27
2025 Q4 ADDED 13,175 +2,141 +19.4% 0.02% $674K 2026-01-12 $51.97
2025 Q3 UNCHANGED 11,034 β€” 0% 0.02% $529K 2025-10-10 $46.06
2025 Q2 REDUCED 11,034 -334 -2.9% 0.02% $511K 2025-07-10 $46.49
2025 Q1 REDUCED 11,368 -351 -3.0% 0.02% $481K 2025-04-15 $40.09
2024 Q4 ADDED 11,719 +35 +0.3% 0.02% $493K 2025-01-29 $44.78
2024 Q3 REDUCED 11,684 -1,633 -12.3% 0.02% $487K 2024-10-28 $41.50
2024 Q1 INITIATED 13,317 β€” β€” 0.03% $517K 2024-04-24 $38.84

FAQ About Focus Financial Network, Inc. and DUSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focus Financial Network, Inc. reported owning DUSA?

Focus Financial Network, Inc. reported DUSA across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DUSA position in Focus Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for DUSA was 0.03% in 2024 Q1.

What is the latest reported DUSA position on this page?

The most recent filing on this page is 2026 Q1, when Focus Financial Network, Inc. reported 12,877 shares, equal to 0.02% of portfolio, with an estimated market value of $653K.

What does the chart on this DUSA ownership page compare?

The chart compares Focus Financial Network, Inc.'s quarterly DUSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Focus Financial Network, Inc. Holdings