Lakeside Advisors, Inc. Davis Fundamental ETF Tr Transaction History

Lakeside Advisors, Inc.

  • $149 Million
  • Q1 2024

A detailed history of Lakeside Advisors, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Lakeside Advisors, Inc. holds 67,500 shares of DINT stock, worth $1.34 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
67,500
Previous 68,700 1.75%
Holding current value
$1.34 Million
Previous $1.27 Million 2.28%
% of portfolio
0.87%
Previous 0.89%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$17.03 - $19.35 $20,436 - $23,220
-1,200 Reduced 1.75%
67,500 $1.3 Million
Q3 2023

Oct 19, 2023
SELL
$17.74 - $20.26 $35,480 - $40,520
-2,000 Reduced 2.83%
68,700 $1.23 Million
Q4 2022

Feb 08, 2023
SELL
$14.3 - $18.02 $14,300 - $18,020
-1,000 Reduced 1.39%
70,700 $1.25 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-400 Reduced 0.55%
71,700 $1.07 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-1,500 Reduced 2.04%
72,100 $1.2 Million
Q1 2022

May 04, 2022
SELL
N/A
-2,500 Reduced 3.29%
73,600 $1.3 Million
Q4 2021

Mar 08, 2022
BUY
N/A
76,100 New
76,100 $1.48 Million

Others Institutions Holding DINT

# of Institutions
32
Shares Held
6.82M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DINT Quotes by TradingView
  • Ticker DINT
  • Sector ETFs
  • Industry ETFs
More about DINT
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