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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.9K- 69.5% |
$2.54M - $3.17M
|
32.4K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-69.3K- 41.92% |
$2.38M - $2.98M
|
96K
$4.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.4K- 29.38% |
$737K - $921K
|
51.5K
$2.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.2K- 1.49% |
$487K - $608K
|
937K
$42.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.3K- 52.39% |
$424K - $529K
|
11.2K
$504K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-5.09K- 3.92% |
$175K - $219K
|
125K
$5.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.5K- 37.48% |
$120K - $150K
|
5.84K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.61K- 12.74% |
$89.9K - $112K
|
17.9K
$806K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 1.61% |
$70.4K - $88K
|
125K
$5.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.04K- 16.89% |
$70K - $87.4K
|
10K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.02K- 17.51% |
$69.5K - $86.8K
|
9.53K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.75K- 17.77% |
$60.2K - $75.1K
|
8.1K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.59K- 6.43% |
$54.6K - $68.2K
|
23.1K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.26K- 5.9% |
$43.4K - $54.2K
|
20.1K
$907K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-660- 6.46% |
$22.7K - $28.3K
|
9.56K
$431K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-522- 0.66% |
$17.9K - $22.4K
|
78.9K
$3.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-300- 2.56% |
$10.3K - $12.9K
|
11.4K
$515K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-230- 2.15% |
$7.91K - $9.88K
|
10.5K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-226- 2.77% |
$7.77K - $9.7K
|
7.94K
$357K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-208- 7.69% |
$7.15K - $8.93K
|
2.5K
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-118- 44.19% |
$4.06K - $5.07K
|
149
$6.71K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-248- 4.31% |
$9K - $10.3K
|
5.5K
$248K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.19K- 5.56% |
$30.3K - $36.7K
|
20.2K
$911K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.14K- 41.76% |
$179K - $194K
|
9.96K
$448K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.06K- 20.02% |
$50.8K - $61.7K
|
8.22K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 29.33% |
$7.41K - $9.01K
|
723
$32.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-12K- 93.01% |
$294K - $349K
|
900
$40.5K
|
|
| Q2 2022 | |||||||
|
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
|
|