Latest Institutional Sells of Davis Fundamental ETF Tr (DINT)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DINT) stock that were sells. 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 sale 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
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-271K- 21.69% |
$5.67M - $6.65M
|
978K
$25.2M
|
|
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
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-12K- 10.43% |
$252K - $296K
|
103K
$2.67M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.6K- 5.99% |
$222K - $261K
|
167K
$4.3M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.76K- 43.99% |
$162K - $190K
|
9.87K
$255K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.32K- 6.9% |
$132K - $155K
|
85.3K
$2.2M
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.53K- 4.44% |
$52.9K - $62K
|
54.3K
$1.4M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.43K- 12.29% |
$50.8K - $59.6K
|
17.3K
$447K
|
|
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 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-750- 4.3% |
$15.7K - $18.4K
|
16.7K
$431K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-601- 2.22% |
$12.6K - $14.7K
|
26.5K
$684K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.62K- 20.75% |
$210K - $247K
|
36.8K
$948K
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-4.26K- 8.86% |
$93K - $109K
|
43.8K
$1.13M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-99- 25.19% |
$2.16K - $2.54K
|
294
$7.59K
|
|
Q3 2024 | |||||||
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
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.55K- 12.81% |
$127K - $141K
|
51.4K
$1.33M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.48K- 12.13% |
$24.9K - $27.7K
|
10.7K
$277K
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-1.13K- 4.55% |
$18.9K - $21K
|
23.6K
$608K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-338- 1.24% |
$5.69K - $6.32K
|
26.9K
$693K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 25.52% |
$14.9K - $17.2K
|
2.92K
$75.3K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-180KClosed |
$2.71M - $3.29M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-11.8KClosed |
$177K - $215K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-5.97KClosed |
$90.1K - $109K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.19KClosed |
$78.3K - $95.1K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.34KClosed |
$20.3K - $24.6K
|
0
$0
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-116KClosed |
$1.85M - $2.36M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-38.3KClosed |
$610K - $778K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-15.5KClosed |
$247K - $315K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.64KClosed |
$26.2K - $33.4K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-27.9KClosed |
$529K - $591K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10.8KClosed |
$204K - $227K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-9.53KClosed |
$180K - $202K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-9.64KClosed |
$187K - $224K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.05KClosed |
$136K - $163K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-500Closed |
$9.68K - $11.6K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-46.6KClosed |
$1.06M - $1.16M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.79KClosed |
$199K - $219K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.63KClosed |
$107K - $120K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-100Closed |
$2.32K - $2.58K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.18KClosed |
$131K - $150K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.57KClosed |
$46.9K - $53.6K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-291Closed |
$4.17K - $5.42K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 29, 2019
Q2 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-28KClosed |
N/A
|
0
$0
|