DUSA stock icon

Davis Select US Equity ETF
DUSA

$41.37
0.53%

Market Cap: $536M

0
Funds holding %
of 6,710 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

2% less funds holding

Funds holding: 61 [Q1] → 60 (-1) [Q2]

18% less capital invested

Capital invested by funds: $483M [Q1] → $397M (-$86M) [Q2]

21.97% less ownership

Funds ownership: 99.79% [Q1] → 77.81% (-21.97%) [Q2]

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

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Research analyst outlook

We haven’t received any recent analyst ratings for DUSA.

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Financial journalist opinion

Negative
Investors Business Daily
1 week ago
Warren Buffett Lost His Touch? 26 ETFs School The Famous Investor
Warren Buffett remains one of the most famous investors. But his long-term performance isn't keeping up with his reputation.
Warren Buffett Lost His Touch? 26 ETFs School The Famous Investor
Neutral
ETF Trends
3 weeks ago
Berkshire Hathaway vs Nvidia: The Battle Between Value & Growth
This has been an interesting week to try and make sense of the investment opportunity set right in front of us.
Berkshire Hathaway vs Nvidia: The Battle Between Value & Growth
Neutral
Seeking Alpha
2 months ago
DUSA: Unconvincing ETF With A High Fee
Davis Select U.S. Equity ETF is an actively managed ETF with a portfolio of only 26 companies and a 0.61% expense ratio. The DUSA ETF is overweight in its top holdings and in financials. DUSA has underperformed the S&P 500 and some passively managed growth and quality ETFs.
DUSA: Unconvincing ETF With A High Fee
Positive
Seeking Alpha
2 months ago
DUSA: High Cost, High Conviction Research Practices Lead To Mixed Results
DUSA is a high cost, high conviction ETF benchmarked against the S&P 500 Index. It has a 0.61% expense ratio and $521 million in assets under management. Recent results for active large-cap blend funds are encouraging, but for the most part, active funds have lagged passive funds over the last five years. DUSA is no different. Despite emphasizing how different DUSA is compared to broad market funds like SPY, ironically, its recent success is because it's overweighted mega-caps like Meta Platforms, Amazon, and Alphabet.
DUSA: High Cost, High Conviction Research Practices Lead To Mixed Results
Positive
Seeking Alpha
5 months ago
DUSA Has Hit Its Stride, But Concerns Remain
DUSA is an actively managed vehicle offering exposure to an ultra-minimalist equity portfolio calibrated using sophisticated methods based on the Davis Investment Discipline. It seems DUSA may have finally hit its stride after years of underperformance, as it beat IVV in 2023, with strong momentum lasting into 2024. However, while not being bearish and appreciating its improvements on the growth factor front, I would prefer to maintain a more neutral opinion.
DUSA Has Hit Its Stride, But Concerns Remain
Positive
Zacks Investment Research
7 months ago
Capital One to Acquire Discover Financial: ETFs in Focus
The Capital One-Discover merger represents a strategic endeavor to create a formidable player in the global payments landscape.
Capital One to Acquire Discover Financial: ETFs in Focus
Neutral
Seeking Alpha
8 months ago
DUSA: Quality-Heavy Portfolio Lags On Growth, Remains A Hold
DUSA is an actively managed ETF with a highly selective investment strategy based on the Davis Investment Discipline. 2023 was grossly successful for the fund as it beat IVV for the first time since its inception in January 2017. Since October, DUSA's portfolio has seen notable changes; its quality exposure increased, yet growth is still mostly soft.
DUSA: Quality-Heavy Portfolio Lags On Growth, Remains A Hold
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