Latest Institutional Sells of Davis Fundamental ETF Tr (DFNL)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DFNL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.76K- 0.73% |
$191K - $213K
|
783K
$30.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.9K- 7.96% |
$63.1K - $70.2K
|
22K
$842K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.35K- 1.73% |
$44.7K - $49.8K
|
76.4K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 1.62% |
$33.4K - $37.2K
|
60.8K
$2.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-520- 2.33% |
$17.3K - $19.2K
|
21.8K
$838K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-245- 2.4% |
$8.14K - $9.06K
|
9.96K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-140- 1.45% |
$4.65K - $5.18K
|
9.52K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-124- 0.91% |
$4.12K - $4.59K
|
13.5K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-109- 0.46% |
$3.62K - $4.03K
|
23.5K
$903K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25- 0.13% |
$831 - $925
|
19K
$729K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-7- 0.42% |
$233 - $259
|
1.66K
$63.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.01% |
$33.2 - $37
|
9.47K
$363K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.2K- 83.34% |
$1.62M - $1.78M
|
10.4K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.25K- 18.6% |
$70.1K - $77K
|
9.85K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-300- 99.67% |
$9.34K - $10.3K
|
1
$38.4
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-9.69K- 0.45% |
$284K - $323K
|
2.13M
$81.7M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-8.02K- 28.1% |
$235K - $267K
|
20.5K
$787K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.19K- 5.56% |
$30.3K - $36.7K
|
20.2K
$777K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.14K- 41.76% |
$179K - $194K
|
9.96K
$382K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-871- 24.36% |
$21.8K - $23.6K
|
2.71K
$104K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.06K- 20.02% |
$50.8K - $61.7K
|
8.22K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 29.33% |
$7.41K - $9.01K
|
723
$27.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-12K- 93.01% |
$294K - $349K
|
900
$34.5K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50.8KClosed |
$1.29M - $1.57M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.6KClosed |
$371K - $452K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.15KClosed |
$181K - $221K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-641Closed |
$16.2K - $19.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-73.2KClosed |
$2.08M - $2.43M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.77KClosed |
$52.8K - $58.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.28MClosed |
$36.6M - $40.2M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-30.8KClosed |
$882K - $971K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-26.5KClosed |
$760K - $836K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Nvwm, LLC
|
SELL
|
- |
-200Closed |
$3.79K - $4.79K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.06KClosed |
$73.2K - $83.1K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$32.4K - $36.8K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.06KClosed |
$19.2K - $21.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.2KClosed |
$504K - $698K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.44KClosed |
$49.1K - $88.6K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-600Closed |
$8.56K - $15.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-106Closed |
$1.51K - $2.73K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-31Closed |
$442 - $797
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-225KClosed |
$5.29M - $5.42M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12.4KClosed |
$293K - $300K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-3.73KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-14.2KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-691Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-16.3KClosed |
N/A
|
0
$0
|
|