Institutional Ownership Davis Fundamental ETF Tr (DFNL)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DFNL). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 5.01 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,300
shares
|
$58,552
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
723
shares
|
$32,563
0.0% of portfolio
|
Q1 2023
Reduced 29.33%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
715
shares
|
$32,203
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
500
shares
|
$22,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
149
shares
|
$6,710
0.0% of portfolio
|
Q2 2025
Reduced 44.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|