Latest Institutional Purchases of Davis Fundamental ETF Tr (DUSA)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DUSA) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
246K+ 63.21% |
$9.45M - $11.4M
|
636K
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
219K+ 301.95% |
$8.39M - $10.1M
|
291K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
84.2K+ 21.24% |
$3.23M - $3.89M
|
480K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
59.3KNew |
$2.28M - $2.74M
|
59.3K
$2.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
58.3K+ 86.81% |
$2.24M - $2.7M
|
125K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
57.6K+ 21.47% |
$2.21M - $2.67M
|
326K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
42.3K+ 34.14% |
$1.62M - $1.96M
|
166K
$7.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.4K+ 1.0% |
$1.51M - $1.82M
|
3.97M
$187M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.5K+ 353.66% |
$1.21M - $1.46M
|
40.4K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.7K+ 2.85% |
$946K - $1.14M
|
889K
$41.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
24.1K+ 8.2% |
$925K - $1.11M
|
318K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.4K+ 10.63% |
$401K - $484K
|
109K
$5.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
9.85K+ 167.66% |
$378K - $456K
|
15.7K
$740K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.38K+ 59.43% |
$321K - $388K
|
22.5K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.5KNew |
$211K - $254K
|
5.5K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.21K+ 8.2% |
$84.7K - $102K
|
29.1K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 3.6% |
$67.2K - $81.1K
|
50.4K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.57K+ 11.21% |
$60.1K - $72.4K
|
15.5K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.19K+ 39.44% |
$45.8K - $55.3K
|
4.22K
$199K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
981+ 0.69% |
$37.7K - $45.4K
|
143K
$6.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
937+ 4.13% |
$36K - $43.4K
|
23.6K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
849+ 12.64% |
$32.6K - $39.3K
|
7.57K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
574+ 1.59% |
$22K - $26.6K
|
36.7K
$1.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
207+ 0.26% |
$7.94K - $9.58K
|
79.3K
$3.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
169+ 0.68% |
$6.49K - $7.82K
|
24.9K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
55+ 0.47% |
$2.11K - $2.55K
|
11.9K
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30+ 0.02% |
$1.15K - $1.39K
|
147K
$6.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.37KNew |
$223K - $248K
|
5.37K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.13K+ 17.31% |
$46.8K - $51.9K
|
7.62K
$359K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
777New |
$32.3K - $35.9K
|
777
$36.6K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
302New |
$12.6K - $13.9K
|
302
$14.2K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35+ 0.6% |
$1.46K - $1.61K
|
5.84K
$275K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.8KNew |
$975K - $1.07M
|
23.8K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.15K+ 6.23% |
$46.9K - $51.7K
|
19.5K
$920K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
768New |
$31.4K - $34.6K
|
768
$36.1K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
308+ 6.07% |
$12.6K - $13.9K
|
5.38K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75+ 0.84% |
$3.07K - $3.38K
|
9K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
7+ 4.29% |
$286 - $315
|
170
$8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 0.97% |
$123 - $135
|
312
$14.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2KNew |
$728K - $810K
|
19.2K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
15.5KNew |
$589K - $655K
|
15.5K
$732K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7.98KNew |
$303K - $336K
|
7.98K
$376K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.66K+ 19.39% |
$290K - $323K
|
47.2K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.24K+ 8.31% |
$199K - $221K
|
68.3K
$3.21M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
580New |
$22K - $24.4K
|
580
$27.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500New |
$19K - $21.1K
|
500
$23.5K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
342+ 4.94% |
$13.1K - $13.9K
|
7.26K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
89+ 0.72% |
$3.42K - $3.62K
|
12.4K
$584K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.6KNew |
$680K - $789K
|
19.6K
$920K
|
|