Institutional Ownership Davis Fundamental ETF Tr (DWLD)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DWLD). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,157
shares
|
$97,129
0.0% of portfolio
|
Q3 2025
Added 215600.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
1,753
shares
|
$78,937
0.0% of portfolio
|
Q4 2025
Added 5.79%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
1,505
shares
|
$67,770
0.0% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,126
shares
|
$50,703
0.0% of portfolio
|
Q1 2025
Reduced 52.43%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
600
shares
|
$27,018
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 27, 2026 Q4 2025 |
358
shares
|
$16,120
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
159
shares
|
$7,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2024
Reduced 99.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|