Axiom Financial Strategies, LLC Davis Fundamental ETF Tr Transaction History

Axiom Financial Strategies, LLC

  • $179 Million
  • Q2 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 124,753 shares of DFNL stock, worth $5.62 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
124,753
Previous 129,844 3.92%
Holding current value
$5.62 Million
Previous $5.1 Million 5.02%
% of portfolio
2.99%
Previous 3.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
56
Shares Held
5.01M
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
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