Purchases and Sales Made in Q1 2025 in Davis Fundamental ETF Tr (DUSA)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DUSA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
117K+ 1757.53% |
$4.88M - $5.41M
|
124K
$5.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
29.7K+ 11.26% |
$1.24M - $1.37M
|
294K
$12.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.06K+ 4.91% |
$44.2K - $49K
|
22.7K
$954K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-700- 10.17% |
$29.1K - $32.3K
|
6.19K
$260K
|