Latest Institutional Transactions on Davis Fundamental ETF Tr (DINT)
This table provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DINT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 16.41% |
$28.3K - $36.6K
|
10K
$276K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
231K+ 451.83% |
$4.62M - $5.98M
|
282K
$7.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-322K- 34.27% |
$6.44M - $8.34M
|
618K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
303K+ 187.37% |
$6.06M - $7.84M
|
465K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-79.4K- 83.32% |
$1.59M - $2.05M
|
15.9K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 19.67% |
$252K - $327K
|
76.9K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.8KNew |
$335K - $434K
|
16.8K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 27.84% |
$302K - $391K
|
69.5K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-61- 0.35% |
$1.22K - $1.58K
|
17.3K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 26.21% |
$317K - $411K
|
76.5K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
20.7K+ 2.77% |
$414K - $536K
|
770K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$246K - $319K
|
12.3K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.9K- 41.76% |
$357K - $462K
|
24.9K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-45.4K- 4.64% |
$906K - $1.17M
|
932K
$25.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26KNew |
$520K - $673K
|
26K
$716K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 34.97% |
$595K - $771K
|
115K
$3.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$20 - $25.9
|
1
$27.5
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-61- 0.4% |
$1.22K - $1.58K
|
15.3K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.82K- 5.88% |
$56.4K - $73K
|
45.2K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.83K- 5.9% |
$196K - $254K
|
157K
$4.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
17.3K+ 39.51% |
$345K - $447K
|
61.1K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.46K- 1.41% |
$29.2K - $37.8K
|
102K
$2.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-36- 0.06% |
$719 - $931
|
61.9K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.11KNew |
$162K - $210K
|
8.11K
$223K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-8.8K- 24.04% |
$176K - $228K
|
27.8K
$764K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.25K+ 8.47% |
$44.9K - $58.1K
|
28.8K
$790K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.3K+ 0.94% |
$26K - $33.7K
|
140K
$3.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 10.46% |
$24K - $31.1K
|
10.3K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-2.5K- 4.27% |
$49.9K - $64.7K
|
56K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-71.5K- 52.79% |
$1.43M - $1.85M
|
63.9K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
616+ 1.04% |
$12.3K - $15.9K
|
59.7K
$1.64M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.76K- 43.99% |
$162K - $190K
|
9.87K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.43K- 12.29% |
$50.8K - $59.6K
|
17.3K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9KNew |
$188K - $221K
|
9K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.7KNew |
$288K - $337K
|
13.7K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
198+ 51.16% |
$4.15K - $4.86K
|
585
$16.1K
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
20.9K+ 0.54% |
$437K - $512K
|
3.89M
$107M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-750- 4.3% |
$15.7K - $18.4K
|
16.7K
$459K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
185KNew |
$4.05M - $4.76M
|
185K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255New |
$5.57K - $6.55K
|
255
$7.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
550New |
$12K - $14.1K
|
550
$15.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-99- 25.19% |
$2.16K - $2.54K
|
294
$8.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
188+ 2.32% |
$4.11K - $4.83K
|
8.28K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$21.8K - $25.7K
|
1K
$27.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.1KNew |
$352K - $414K
|
16.1K
$443K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.11K+ 9.91% |
$21K - $26.9K
|
12.3K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55New |
$1.04K - $1.33K
|
55
$1.51K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.24K- 0.28% |
$23.4K - $30K
|
438K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.82K- 0.38% |
$53.3K - $68.3K
|
739K
$20.3M
|
|