Deep industry experience and a sound approach earn Davis Financial Above Average People and Process ratings.
Davis Select Financial ETF DFNL
Morningstar’s Analysis DFNL
Will DFNL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Capital One Financial Corp | 8.50 | 17.7 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 7.28 | 15.1 Mil | Financial Services |
JPMorgan Chase & Co | 6.05 | 12.6 Mil | Financial Services |
Chubb Ltd | 5.68 | 11.8 Mil | Financial Services |
Bank of New York Mellon Corp | 5.61 | 11.7 Mil | Financial Services |
Fifth Third Bancorp | 5.40 | 11.2 Mil | Financial Services |
Markel Group Inc | 5.36 | 11.1 Mil | Financial Services |
Wells Fargo & Co | 4.87 | 10.1 Mil | Financial Services |
U.S. Bancorp | 4.76 | 9.9 Mil | Financial Services |
PNC Financial Services Group Inc | 4.68 | 9.7 Mil | Financial Services |