Purchases and Sales Made in Q3 2025 in Davis Fundamental ETF Tr (DWLD)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DWLD) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5K+ 62.5% |
$204K - $228K
|
13K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.6KNew |
$188K - $209K
|
4.6K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.87K+ 4.5% |
$158K - $176K
|
89.9K
$4M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.75K+ 5.65% |
$71.5K - $79.7K
|
32.7K
$1.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
613+ 1.57% |
$25K - $27.9K
|
39.6K
$1.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-66- 3.83% |
$2.69K - $3.01K
|
1.66K
$73.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-2.22K- 0.9% |
$90.6K - $101K
|
243K
$10.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-70.2K- 63.33% |
$2.87M - $3.2M
|
40.6K
$1.81M
|