SEC 13F Intelligence

Priebe Wealth Holdings LLC / DUSA

Priebe Wealth Holdings LLC’s Davis Fundamental Etf Tr Position

Does Priebe Wealth Holdings LLC own Davis Fundamental Etf Tr (DUSA)? Yes — 166.3K shares worth $8M (+6.66% of its 13F portfolio) as of Q2 2025, up from 124.0K shares the prior filed quarter.

Position Value
$8M
Q2 2025
Shares
166.3K
% of Portfolio
+6.66%
Quarters Held
3
currently held

Position History DUSA

Reported value by quarter
Q4 ’24: $281,084Q4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $8MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025166.3K$8M+6.66%
Q1 2025124.0K$5M+3.27%
Q4 20246.7K$281,084+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Priebe Wealth Holdings LLC’s full portfolio or all institutional holders of DUSA.