Institutional Ownership Davis Fundamental ETF Tr (DUSA)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DUSA). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $557 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
250
shares
|
$11,012
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
170
shares
|
$7,488
0.0% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|