DFNL – Davis Select Financial ETF – ETF Stock Quote | Morningstar

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Will DFNL outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFNL’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the DFNL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of DFNL’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid option for financials exposure.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Deep industry experience and an independently minded approach earn Davis Financial Above Average People and Process Pillar ratings.

by Eric Schultz

Rated on Apr 27, 2026 Published on Apr 27, 2026

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Portfolio Holdings DFNL

More DFNL Holdings

Current Portfolio Date Jul 10, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 57.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Capital One Financial Corp	10.26	46M	Financial Services
U.S. Bancorp	6.32	29M	Financial Services
Markel Group Inc	6.07	27M	Financial Services
Fifth Third Bancorp	6.07	27M	Financial Services
Berkshire Hathaway Inc Class B	5.17	23M	Financial Services
Wells Fargo & Co	5.09	23M	Financial Services
PNC Financial Services Group Inc	4.93	22M	Financial Services
Chubb Ltd	4.48	20M	Financial Services
Julius Baer Gruppe AG	4.35	20M	Financial Services
JPMorgan Chase & Co	4.24	19M	Financial Services

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