Elevation Point Wealth Partners LLC Invests $519,000 in Davis Select U.S. Equity ETF $DUSA

Elevation Point Wealth Partners LLC purchased a new stake in shares of Davis Select U.S. Equity ETF (BATS:DUSA) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 10,226 shares of the company’s stock, valued at approximately $519,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DUSA. Next Level Private LLC increased its stake in Davis Select U.S. Equity ETF by 16.7% during the first quarter. Next Level Private LLC now owns 435,158 shares of the company’s stock worth $22,080,000 after acquiring an additional 62,218 shares during the last quarter. Kestra Private Wealth Services LLC lifted its position in Davis Select U.S. Equity ETF by 6.6% in the first quarter. Kestra Private Wealth Services LLC now owns 169,536 shares of the company’s stock worth $8,602,000 after buying an additional 10,563 shares during the last quarter. Signal Advisors Wealth LLC purchased a new position in shares of Davis Select U.S. Equity ETF during the 1st quarter worth about $473,000. Rockefeller Capital Management L.P. grew its stake in shares of Davis Select U.S. Equity ETF by 1.6% during the fourth quarter. Rockefeller Capital Management L.P. now owns 53,308 shares of the company’s stock valued at $2,726,000 after buying an additional 838 shares during the last quarter. Finally, Birchwood Financial Partners Inc. bought a new position in Davis Select U.S. Equity ETF in the 4th quarter valued at $111,000.

Davis Select U.S. Equity ETF Price Performance

DUSA stock opened at $56.68 on Thursday. The company has a market capitalization of $895.54 million, a PE ratio of 17.61 and a beta of 0.97. The firm’s 50-day moving average is $55.90 and its 200 day moving average is $53.40. Davis Select U.S. Equity ETF has a 12 month low of $44.92 and a 12 month high of $57.37.

Davis Select U.S. Equity ETF Profile

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.