Purchases and Sales Made in Q4 2024 in Davis Fundamental ETF Tr (DINT)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DINT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53.6KNew |
$1.17M - $1.38M
|
53.6K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.1KNew |
$352K - $414K
|
16.1K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.85K+ 8.28% |
$215K - $253K
|
129K
$2.84M
|
|
|
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
$858K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$21.8K - $25.7K
|
1K
$22.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
188+ 2.32% |
$4.11K - $4.83K
|
8.28K
$183K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.26K- 2.05% |
$27.4K - $32.3K
|
59.9K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.49K- 12.37% |
$54.3K - $63.9K
|
17.6K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.85K- 2.41% |
$62.2K - $73.1K
|
115K
$2.55M
|