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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53.6KNew |
$1.17M - $1.38M
|
53.6K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.1KNew |
$352K - $414K
|
16.1K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.85K+ 8.28% |
$215K - $253K
|
129K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.47K+ 16.29% |
$163K - $192K
|
53.3K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.59K+ 7.14% |
$56.7K - $66.6K
|
38.9K
$861K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$21.8K - $25.7K
|
1K
$22.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
550New |
$12K - $14.1K
|
550
$12.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
188+ 2.32% |
$4.11K - $4.83K
|
8.28K
$183K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.17K+ 71.21% |
$173K - $222K
|
22K
$488K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.8KNew |
$166K - $213K
|
8.8K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.11K+ 9.91% |
$21K - $26.9K
|
12.3K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
896+ 1.46% |
$17K - $21.7K
|
62.4K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
693+ 1.11% |
$13.1K - $16.8K
|
63K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
565+ 2.08% |
$10.7K - $13.7K
|
27.7K
$613K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
327+ 0.64% |
$6.19K - $7.93K
|
51.6K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
244+ 0.93% |
$4.62K - $5.92K
|
26.5K
$588K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55New |
$1.04K - $1.33K
|
55
$1.22K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
8New |
$150 - $176
|
8
$177
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103K+ 487.75% |
$1.76M - $2M
|
124K
$2.75M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$189K - $210K
|
11.2K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.33KNew |
$22.4K - $24.9K
|
1.33K
$29.5K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45New |
$757 - $842
|
45
$996
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2KNew |
$181K - $207K
|
10.2K
$226K
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
500New |
$8.61K - $10.1K
|
500
$11.1K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.3KNew |
$310K - $402K
|
22.3K
$494K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.72K+ 8.41% |
$37.8K - $49.1K
|
35.1K
$777K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2KNew |
$30.2K - $36.7K
|
2K
$44.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.79KNew |
$27K - $32.8K
|
1.79K
$39.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.1KNew |
$496K - $633K
|
31.1K
$689K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.01K - $2.34K
|
100
$2.21K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$481K
|
|