Purchases and Sales Made in Q2 2025 in Davis Fundamental ETF Tr (DFNL)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DFNL) during Q2 2025. The information is specifically focused on institutions that hold shares of DAVIS FUNDAMENTAL ETF TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.54K+ 8.48% |
$122K - $152K
|
45.2K
$1.98M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 6.81% |
$40.1K - $50K
|
18.3K
$799K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
800+ 160.0% |
$27.5K - $34.4K
|
1.3K
$56.8K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
143+ 1.59% |
$4.92K - $6.14K
|
9.16K
$401K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-226- 2.77% |
$7.77K - $9.7K
|
7.94K
$347K
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-230- 2.15% |
$7.91K - $9.88K
|
10.5K
$457K
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.5K- 37.48% |
$120K - $150K
|
5.84K
$255K
|