Purchases and Sales Made in Q4 2024 in Davis Fundamental ETF Tr (DUSA)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DUSA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.53K- 45.02% |
$185K - $204K
|
5.54K
$244K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.3K- 32.82% |
$217K - $239K
|
10.9K
$478K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.37K- 7.58% |
$302K - $332K
|
89.9K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.58K- 16.0% |
$310K - $341K
|
39.8K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-10.2K- 54.71% |
$417K - $459K
|
8.43K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.4K- 33.1% |
$466K - $514K
|
23K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.9K- 4.94% |
$812K - $895K
|
382K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.2K- 61.93% |
$990K - $1.09M
|
14.9K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.1K- 80.89% |
$1.44M - $1.58M
|
8.29K
$365K
|