Purchases and Sales Made in Q3 2025 in Davis Fundamental ETF Tr (DFNL)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DFNL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.05K+ 15.58% |
$299K - $324K
|
52.3K
$2.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
950+ 5.63% |
$40.2K - $43.6K
|
17.8K
$793K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
450+ 34.62% |
$19.1K - $20.7K
|
1.75K
$77.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-53- 0.58% |
$2.24K - $2.43K
|
9.11K
$406K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-325- 0.41% |
$13.8K - $14.9K
|
78.6K
$3.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-575- 0.69% |
$24.4K - $26.4K
|
82.5K
$3.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.4K- 74.58% |
$1.63M - $1.76M
|
13.1K
$583K
|