Latest Institutional Sells of Davis Fundamental ETF Tr (DFNL)

DFNL Quotes by TradingView

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
Jul 21, 2025 Q2 2025
Diligent Investors, LLC

SELL
 -
-3.5K
- 37.48%
$120K - $150K
5.84K $255K
Jul 08, 2025 Q2 2025
Melone Private Wealth, LLC

SELL
 -
-230
- 2.15%
$7.91K - $9.88K
10.5K $457K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-226
- 2.77%
$7.77K - $9.7K
7.94K $347K
Q1 2025
May 14, 2025 Q1 2025
Jane Street Group, LLC

New York, NY
SELL
 -
-15.7K
- 53.03%
$585K - $641K
13.9K $606K
May 21, 2025 Q1 2025
Geneos Wealth Management Inc.

SELL
 -
-14.2K
- 60.02%
$532K - $583K
9.48K $415K
May 13, 2025 Q1 2025
Stifel Financial Corp

St. Louis, MO
SELL
 -
-10.3K
- 8.87%
$387K - $424K
106K $4.65M
May 15, 2025 Q1 2025
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-7K
- 37.74%
$262K - $287K
11.5K $505K
Apr 29, 2025 Q1 2025
Envestnet Asset Management Inc

SELL
 -
-7K
- 36.74%
$262K - $287K
12.1K $527K
May 13, 2025 Q1 2025
Raymond James Financial Inc

St. Petersburg, FL
SELL
 -
-3.03K
- 7.42%
$113K - $124K
37.8K $1.65M
May 12, 2025 Q1 2025
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-2.2K
- 1.7%
$82.1K - $90K
127K $5.55M
May 15, 2025 Q1 2025
Royal Bank Of Canada

Toronto, A6
SELL
 -
-471
- 0.82%
$17.6K - $19.3K
56.8K $2.48M
May 13, 2025 Q1 2025
Wells Fargo & Company

San Francisco, CA
SELL
 -
-27
Closed
$1.01K - $1.11K
0 $0
Q4 2024
Jun 06, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-1.33K
- 5.34%
$48.3K - $54.9K
23.5K $1.03M
Feb 13, 2025 Q4 2024
Carson Advisory Inc.

SELL
 -
-248
- 4.31%
$9K - $10.3K
5.5K $240K
Q3 2024
Nov 14, 2024 Q3 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-109
- 0.46%
$3.62K - $4.03K
23.5K $1.03M
Q2 2024
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-2.25K
- 18.6%
$70.1K - $77K
9.85K $431K
Q1 2024
May 10, 2024 Q1 2024
Atlas Wealth LLC

Cincinnati, OH
SELL
 -
-8.02K
- 28.1%
$235K - $267K
20.5K $897K
Q4 2023
Feb 12, 2024 Q4 2023
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-1.19K
- 5.56%
$30.3K - $36.7K
20.2K $885K
Q2 2023
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-7.14K
- 41.76%
$179K - $194K
9.96K $435K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

SELL
 -
-871
- 24.36%
$21.8K - $23.6K
2.71K $118K
Q1 2023
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-2.06K
- 20.02%
$50.8K - $61.7K
8.22K $359K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-300
- 29.33%
$7.41K - $9.01K
723 $31.6K
Q4 2022
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

SELL
 -
-12K
- 93.01%
$294K - $349K
900 $39.3K
Q2 2022
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-50.8K
Closed
$1.29M - $1.57M
0 $0
Aug 15, 2022 Q2 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-14.6K
Closed
$371K - $452K
0 $0
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

SELL
 -
-7.15K
Closed
$181K - $221K
0 $0
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

SELL
 -
-641
Closed
$16.2K - $19.8K
0 $0
Q1 2022
May 05, 2022 Q1 2022
Chemistry Wealth Management LLC

New York, NY
SELL
 -
-73.2K
Closed
$2.08M - $2.43M
0 $0
Q4 2021
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-1.77K
Closed
$52.8K - $58.3K
0 $0
Q3 2021
Nov 08, 2021 Q3 2021
Brinker Capital Investments, LLC

SELL
 -
-1.28M
Closed
$36.6M - $40.2M
0 $0
Nov 12, 2021 Q3 2021
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-30.8K
Closed
$882K - $971K
0 $0
Oct 25, 2021 Q3 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-26.5K
Closed
$760K - $836K
0 $0
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Q4 2020
Feb 09, 2021 Q4 2020
Nvwm, LLC

SELL
 -
-200
Closed
$3.79K - $4.79K
0 $0
Q3 2020
Nov 02, 2020 Q3 2020
Private Advisor Group, LLC

SELL
 -
-4.06K
Closed
$73.2K - $83.1K
0 $0
Oct 28, 2020 Q3 2020
Valeo Financial Advisors, LLC

SELL
 -
-1.8K
Closed
$32.4K - $36.8K
0 $0
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.06K
Closed
$19.2K - $21.7K
0 $0
Q2 2020
Aug 06, 2020 Q2 2020
Avantax Advisory Services, Inc.

SELL
 -
-32.2K
Closed
$504K - $698K
0 $0
Q1 2020
May 14, 2020 Q1 2020
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-3.44K
Closed
$49.1K - $88.6K
0 $0
Apr 21, 2020 Q1 2020
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-600
Closed
$8.56K - $15.4K
0 $0
Apr 29, 2020 Q1 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-106
Closed
$1.51K - $2.73K
0 $0
Apr 24, 2020 Q1 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-31
Closed
$442 - $797
0 $0
Q3 2019
Nov 07, 2019 Q3 2019
Vantage Financial Partners Ltd., Inc.

SELL
 -
-225K
Closed
$5.29M - $5.42M
0 $0
Nov 04, 2019 Q3 2019
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-12.4K
Closed
$293K - $300K
0 $0
Q2 2019
Aug 02, 2019 Q2 2019
Cornerstone Wealth Management, LLC

SELL
 -
-1.82K
Closed
N/A
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-600
Closed
N/A
0 $0
Q1 2019
May 14, 2019 Q1 2019
Patten Group, Inc.

SELL
 -
-3.73K
Closed
N/A
0 $0
Q4 2018
Feb 15, 2019 Q4 2018
Cap Wealth Advisors, LLC

SELL
 -
-14.2K
Closed
N/A
0 $0
Q3 2018
Nov 05, 2018 Q3 2018
Centaurus Financial, Inc.

SELL
 -
-691
Closed
N/A
0 $0

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