Purchases and Sales Made in Q2 2025 in Davis Fundamental ETF Tr (DINT)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DINT) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
17.3K+ 39.51% |
$345K - $447K
|
61.1K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.11KNew |
$162K - $210K
|
8.11K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.25K+ 8.47% |
$44.9K - $58.1K
|
28.8K
$745K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.3K+ 0.94% |
$26K - $33.7K
|
140K
$3.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
616+ 1.04% |
$12.3K - $15.9K
|
59.7K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$20 - $25.9
|
1
$25.9
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-36- 0.06% |
$719 - $931
|
61.9K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-61- 0.4% |
$1.22K - $1.58K
|
15.3K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 10.46% |
$24K - $31.1K
|
10.3K
$267K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.46K- 1.41% |
$29.2K - $37.8K
|
102K
$2.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-2.5K- 4.27% |
$49.9K - $64.7K
|
56K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.82K- 5.88% |
$56.4K - $73K
|
45.2K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-8.8K- 24.04% |
$176K - $228K
|
27.8K
$720K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.83K- 5.9% |
$196K - $254K
|
157K
$4.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-71.5K- 52.79% |
$1.43M - $1.85M
|
63.9K
$1.66M
|