Institutional shares held 6.02 Million
0 calls
0 puts
Total value of holdings $223M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in DWLD

Top Purchases

Q1 2025
Advisor Resource Council Shares Held: 7.52K ($279K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 8.42K ($312K)
Q4 2024
Raymond James Financial Inc Shares Held: 112K ($4.16M)
Q4 2024
Integrity Wealth Advisors, Inc. Shares Held: 62.9K ($2.33M)
Q4 2024
Morgan Stanley Shares Held: 1.59M ($58.8M)

Top Sells

Q1 2025
Silver Oak Securities, Inc Shares Held: 15.5K ($574K)
Q1 2025
Davenport & CO LLC Shares Held: 35.4K ($1.31M)
Q1 2025
Fjell Capital, LLC Shares Held: 256K ($9.47M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 48.6K ($1.8M)
Q1 2025
Creative Financial Designs Inc Shares Held: 1.13K ($41.7K)

About DWLD

Track Institutional and Insider Activities on DWLD

Follow DAVIS FUNDAMENTAL ETF TR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DWLD shares.

Notify only if

Insider Trading

Get notified when an Davis Fundamental ETF Tr insider buys or sells DWLD shares.

Notify only if

News

Receive news related to DAVIS FUNDAMENTAL ETF TR

Track Activities on DWLD