Latest Institutional Purchases of Davis Fundamental ETF Tr (DINT)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DINT) stock that were buys. 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 purchase 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 |
BUY
|
- |
303K+ 187.37% |
$6.06M - $7.84M
|
465K
$12.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
231K+ 451.83% |
$4.62M - $5.98M
|
282K
$7.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 34.97% |
$595K - $771K
|
115K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26KNew |
$520K - $673K
|
26K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
20.7K+ 2.77% |
$414K - $536K
|
770K
$21.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
17.3K+ 39.51% |
$345K - $447K
|
61.1K
$1.68M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 26.21% |
$317K - $411K
|
76.5K
$2.1M
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 19.67% |
$252K - $327K
|
76.9K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$246K - $319K
|
12.3K
$339K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.11KNew |
$162K - $210K
|
8.11K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.25K+ 8.47% |
$44.9K - $58.1K
|
28.8K
$790K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 16.41% |
$28.3K - $36.6K
|
10K
$276K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.3K+ 0.94% |
$26K - $33.7K
|
140K
$3.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
616+ 1.04% |
$12.3K - $15.9K
|
59.7K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$20 - $25.9
|
1
$27.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
20.9K+ 0.54% |
$437K - $512K
|
3.89M
$107M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.7KNew |
$288K - $337K
|
13.7K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9KNew |
$188K - $221K
|
9K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
198+ 51.16% |
$4.15K - $4.86K
|
585
$16.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
185KNew |
$4.05M - $4.76M
|
185K
$5.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.1KNew |
$352K - $414K
|
16.1K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$21.8K - $25.7K
|
1K
$27.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
550New |
$12K - $14.1K
|
550
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255New |
$5.57K - $6.55K
|
255
$7.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
188+ 2.32% |
$4.11K - $4.83K
|
8.28K
$227K
|
|
| 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
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45New |
$757 - $842
|
45
$1.24K
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
500New |
$8.61K - $10.1K
|
500
$13.7K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.3KNew |
$310K - $402K
|
22.3K
$614K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2KNew |
$30.2K - $36.7K
|
2K
$55K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.79KNew |
$27K - $32.8K
|
1.79K
$49.2K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.1KNew |
$496K - $633K
|
31.1K
$855K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.01K - $2.34K
|
100
$2.75K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$598K
|
|