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 |
|---|---|---|---|---|---|---|---|
|
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 | |||||||
|
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
|
Old Mission Capital LLC
|
BUY
|
- |
64.8K+ 211.83% |
$1.36M - $1.59M
|
95.3K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.8KNew |
$896K - $1.05M
|
42.8K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
20.9K+ 0.54% |
$437K - $512K
|
3.89M
$100M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
17.2K+ 2.36% |
$361K - $423K
|
749K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.4KNew |
$322K - $378K
|
15.4K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.7KNew |
$288K - $337K
|
13.7K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.9K+ 8.65% |
$270K - $316K
|
162K
$4.18M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.89K+ 7.68% |
$207K - $243K
|
139K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9KNew |
$188K - $221K
|
9K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.03K+ 3.39% |
$42.5K - $49.8K
|
61.9K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.22K+ 1.94% |
$25.6K - $30K
|
64.3K
$1.66M
|
|
|
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
|
Prospera Financial Services Inc
|
BUY
|
- |
494+ 1.04% |
$10.3K - $12.1K
|
48K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
198+ 51.16% |
$4.15K - $4.86K
|
585
$15.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
185KNew |
$4.05M - $4.76M
|
185K
$4.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.1KNew |
$352K - $414K
|
16.1K
$416K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.57K+ 22.2% |
$34.2K - $40.3K
|
8.62K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$21.8K - $25.7K
|
1K
$25.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
550New |
$12K - $14.1K
|
550
$14.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255New |
$5.57K - $6.55K
|
255
$6.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
188+ 2.32% |
$4.11K - $4.83K
|
8.28K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
3New |
$65.5 - $77.1
|
3
$77.4
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.8KNew |
$166K - $213K
|
8.8K
$227K
|
|
|
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
|
|
| 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 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$189K - $210K
|
11.2K
$289K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45New |
$757 - $842
|
45
$1.16K
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
500New |
$8.61K - $10.1K
|
500
$12.9K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.3KNew |
$310K - $402K
|
22.3K
$576K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.72K+ 8.41% |
$37.8K - $49.1K
|
35.1K
$906K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2KNew |
$30.2K - $36.7K
|
2K
$51.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.79KNew |
$27K - $32.8K
|
1.79K
$46.2K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.1KNew |
$496K - $633K
|
31.1K
$803K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.01K - $2.34K
|
100
$2.58K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$561K
|
|