Modern Wealth Management, LLC Davis Fundamental ETF Tr Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 9,560 shares of DFNL stock, worth $425,611. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,560
Previous 10,220 6.46%
Holding current value
$425,611
Previous $401,000 2.24%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$34.38 - $42.94 $22,690 - $28,340
-660 Reduced 6.46%
9,560 $410,000
Q4 2024

Feb 11, 2025
BUY
$36.31 - $41.34 $371,088 - $422,494
10,220 New
10,220 $411 Million

Others Institutions Holding DFNL

# of Institutions
56
Shares Held
4.98M
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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