Purchases and Sales Made in Q1 2025 in Davis Fundamental ETF Tr (DINT)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DINT) during Q1 2025. The information is specifically focused on institutions that hold shares of DAVIS FUNDAMENTAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
59.1KNew |
$1.24M - $1.45M
|
59.1K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.4KNew |
$322K - $378K
|
15.4K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.03K+ 3.39% |
$42.5K - $49.8K
|
61.9K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-750- 4.3% |
$15.7K - $18.4K
|
16.7K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-2K- 3.31% |
$41.9K - $49.1K
|
58.5K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-12K- 10.43% |
$252K - $296K
|
103K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16.4K- 58.72% |
$343K - $402K
|
11.5K
$264K
|