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 55 institutions that hold shares in the stock, with a total of 6.51 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
789
shares
|
$31,228
0.0% of portfolio
|
Q1 2025
Added 53.8%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
600
shares
|
$23,748
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q3 2024
Reduced 99.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|