Latest Institutional Purchases of Davis Fundamental ETF Tr (DFNL)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DFNL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
102K+ 712.28% |
$3.71M - $4.23M
|
117K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72K+ 9.2% |
$2.62M - $2.98M
|
855K
$35M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.8KNew |
$1.48M - $1.69M
|
40.8K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.4K+ 13.54% |
$1.32M - $1.5M
|
305K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.5KNew |
$1.07M - $1.22M
|
29.5K
$1.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.3KNew |
$701K - $798K
|
19.3K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 11.33% |
$477K - $543K
|
129K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
10.5K+ 48.67% |
$380K - $433K
|
32K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.2KNew |
$371K - $422K
|
10.2K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.52K+ 12.36% |
$273K - $311K
|
68.4K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.25K+ 43.69% |
$190K - $217K
|
17.3K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.3KNew |
$120K - $136K
|
3.3K
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.64K+ 3.47% |
$95.8K - $109K
|
78.7K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.3K+ 14.94% |
$47.1K - $53.7K
|
9.99K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.15K+ 1.4% |
$41.7K - $47.5K
|
83K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
780+ 0.04% |
$28.3K - $32.2K
|
2.13M
$87M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
621+ 25.09% |
$22.5K - $25.7K
|
3.1K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
458+ 0.54% |
$16.6K - $18.9K
|
84.7K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250+ 2.35% |
$9.08K - $10.3K
|
10.9K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
157+ 2.19% |
$5.7K - $6.49K
|
7.32K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56+ 0.29% |
$2.03K - $2.32K
|
19.1K
$779K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26+ 2600.0% |
$944 - $1.07K
|
27
$1.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.13% |
$436 - $496
|
9.48K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.2KNew |
$770K - $858K
|
23.2K
$948K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.01K+ 16.52% |
$266K - $296K
|
56.5K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
96New |
$3.19K - $3.55K
|
96
$3.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50+ 0.48% |
$1.66K - $1.85K
|
10.4K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
28+ 2.11% |
$930 - $1.04K
|
1.36K
$55.5K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.31K+ 327.5% |
$40.8K - $44.8K
|
1.71K
$69.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.2KNew |
$740K - $841K
|
25.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21KNew |
$615K - $698K
|
21K
$856K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
715New |
$21K - $23.8K
|
715
$29.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$147 - $167
|
5
$204
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
319KNew |
$8.11M - $9.81M
|
319K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
470New |
$12K - $14.5K
|
470
$19.2K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
32K+ 84.02% |
$790K - $961K
|
70.1K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31New |
$766 - $931
|
31
$1.27K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$248K - $295K
|
10.1K
$413K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.04KNew |
$25.4K - $30.2K
|
1.04K
$42.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
605+ 0.53% |
$14.8K - $17.6K
|
116K
$4.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12New |
$294 - $350
|
12
$490
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.01% |
$24.5 - $29.2
|
18.7K
$765K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.49KNew |
$60.8K - $71.2K
|
2.49K
$102K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
267New |
$6.53K - $7.65K
|
267
$10.9K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
500New |
$12.7K - $15.4K
|
500
$20.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
500New |
$12.7K - $15.4K
|
500
$20.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
75New |
$1.9K - $2.32K
|
75
$3.07K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
75New |
$1.9K - $2.32K
|
75
$3.07K
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.13KNew |
$93.2K - $103K
|
3.13K
$128K
|
|