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 57 institutions that hold shares in the stock, with a total of 7.24 Million shares, which have been reported (via 13F filing form) to have a value of $303 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,485
shares
|
$62,132
0.0% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,126
shares
|
$47,111
0.0% of portfolio
|
Q1 2025
Reduced 52.43%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
600
shares
|
$25,104
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
159
shares
|
$6,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q3 2024
Reduced 99.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|