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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-71.5K- 52.79% |
$1.43M - $1.85M
|
63.9K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
616+ 1.04% |
$12.3K - $15.9K
|
59.7K
$1.54M
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
17.2K+ 2.36% |
$361K - $423K
|
749K
$19.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.15K- 5.8% |
$66K - $77.4K
|
51.2K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9KNew |
$188K - $221K
|
9K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
64.8K+ 211.83% |
$1.36M - $1.59M
|
95.3K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.43K- 12.29% |
$50.8K - $59.6K
|
17.3K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
494+ 1.04% |
$10.3K - $12.1K
|
48K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.76K- 43.99% |
$162K - $190K
|
9.87K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.53K- 4.44% |
$52.9K - $62K
|
54.3K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
298K+ 46.42% |
$6.25M - $7.32M
|
941K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
764+ 1.28% |
$16K - $18.7K
|
60.6K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-601- 2.22% |
$12.6K - $14.7K
|
26.5K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.8KNew |
$896K - $1.05M
|
42.8K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
198+ 51.16% |
$4.15K - $4.86K
|
585
$15.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.7KNew |
$288K - $337K
|
13.7K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.22K+ 1.94% |
$25.6K - $30K
|
64.3K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.9K+ 8.65% |
$270K - $316K
|
162K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-271K- 21.69% |
$5.67M - $6.65M
|
978K
$25.2M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
20.9K+ 0.54% |
$437K - $512K
|
3.89M
$100M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.6K- 5.99% |
$222K - $261K
|
167K
$4.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.32K- 6.9% |
$132K - $155K
|
85.3K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.89K+ 7.68% |
$207K - $243K
|
139K
$3.58M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.3K- 5.91% |
$48.2K - $56.4K
|
36.6K
$944K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-2K- 3.31% |
$41.9K - $49.1K
|
58.5K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.4KNew |
$322K - $378K
|
15.4K
$397K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-12K- 10.43% |
$252K - $296K
|
103K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16.4K- 58.72% |
$343K - $402K
|
11.5K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-750- 4.3% |
$15.7K - $18.4K
|
16.7K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.03K+ 3.39% |
$42.5K - $49.8K
|
61.9K
$1.6M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.57K+ 22.2% |
$34.2K - $40.3K
|
8.62K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.62K- 20.75% |
$210K - $247K
|
36.8K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
185KNew |
$4.05M - $4.76M
|
185K
$4.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
3New |
$65.5 - $77.1
|
3
$77.4
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-4.26K- 8.86% |
$93K - $109K
|
43.8K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255New |
$5.57K - $6.55K
|
255
$6.58K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
550New |
$12K - $14.1K
|
550
$14.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-99- 25.19% |
$2.16K - $2.54K
|
294
$7.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
188+ 2.32% |
$4.11K - $4.83K
|
8.28K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$21.8K - $25.7K
|
1K
$25.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.1KNew |
$352K - $414K
|
16.1K
$416K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.11K+ 9.91% |
$21K - $26.9K
|
12.3K
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55New |
$1.04K - $1.33K
|
55
$1.42K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.8KNew |
$166K - $213K
|
8.8K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.82K- 0.38% |
$53.3K - $68.3K
|
739K
$19.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.24K- 0.28% |
$23.4K - $30K
|
438K
$11.3M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103K+ 487.75% |
$1.76M - $2M
|
124K
$3.21M
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45New |
$757 - $842
|
45
$1.16K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-1.13K- 4.55% |
$18.9K - $21K
|
23.6K
$608K
|
|