Axiom Financial Strategies, LLC Davis Fundamental ETF Tr Transaction History

Axiom Financial Strategies, LLC

  • $220 Million
  • Q3 2025

A detailed history of Axiom Financial Strategies, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 26,368 shares of DFNL stock, worth $1.19 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
26,368
Previous 124,753 78.86%
Holding current value
$1.19 Million
Previous $5.36 Million 77.74%
% of portfolio
0.54%
Previous 2.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$42.35 - $45.92 $4.17 Million - $4.52 Million
-98,385 Reduced 78.86%
26,368 $1.19 Million
Q2 2025

Jul 30, 2025
SELL
$34.38 - $42.94 $175,028 - $218,607
-5,091 Reduced 3.92%
124,753 $5.36 Million
Q1 2025

May 14, 2025
BUY
$37.36 - $40.96 $4.85 Million - $5.32 Million
129,844 New
129,844 $5.1 Million

Others Institutions Holding DFNL

# of Institutions
53
Shares Held
4.82M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DFNL Quotes by TradingView
  • Ticker DFNL
  • Sector ETFs
  • Industry ETFs
More about DFNL
Track This Portfolio

Track Axiom Financial Strategies, LLC Portfolio

Follow Axiom Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axiom Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axiom Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email