Davis Select Financial ETF DFNL

Medalist Rating as of | See Davis Investment Hub

Morningstar’s Analysis DFNL

Will DFNL outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Despite a recent analyst departure, deep industry experience and an independently minded approach continue to earn Davis Financial Above Average People and Process ratings.

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Portfolio Holdings DFNL

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings57.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital One Financial Corp

9.9045M
Financial Services

U.S. Bancorp

6.5029M
Financial Services

Markel Group Inc

6.1728M
Financial Services

Berkshire Hathaway Inc Class B

6.1128M
Financial Services

Fifth Third Bancorp

5.8326M
Financial Services

Wells Fargo & Co

5.0423M
Financial Services

Chubb Ltd

4.7721M
Financial Services

JPMorgan Chase & Co

4.4720M
Financial Services

PNC Financial Services Group Inc

4.3720M
Financial Services

Julius Baer Gruppe AG

4.2519M
Financial Services

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