Institutional Ownership Davis Fundamental ETF Tr (DINT)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DINT). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 6.8 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,450
shares
|
$403,618
0.0% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,295
shares
|
$284,383
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,798
shares
|
$203,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
8,144
shares
|
$188,370
0.0% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
8,087
shares
|
$187,052
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
2,000
shares
|
$46,260
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
393
shares
|
$9,090
0.0% of portfolio
|
Q2 2024
Reduced 27.62%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
387
shares
|
$8,951
0.0% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
55
shares
|
$1,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|