Koshinski Asset Management, Inc. Davis Fundamental ETF Tr Transaction History

Koshinski Asset Management, Inc.

$1.32 Trillion
Q2 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 10, 2018	SELL	N/A	-12,580 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	N/A	3,760 Added 42.63%	12,580 $327,000
Q4 2017 Jan 17, 2018	BUY	N/A	8,820	8,820 $231,000

Others Institutions Holding DWLD

# of Institutions

55

Shares Held

7.13M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

1.92M
Shares

$85.3 Million
0.44% of portfolio
Morgan Stanley New York, NY

1.58M
Shares

$70.3 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

622K
Shares

$27.7 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

330K
Shares

$14.7 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

325K
Shares

$14.5 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DWLD
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