Latest Institutional Sells of Davis Fundamental ETF Tr (DUSA)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DUSA) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.9K- 27.52% |
$1.95M - $2.36M
|
134K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.4K- 4.78% |
$1.21M - $1.45M
|
626K
$29.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.33K- 80.29% |
$320K - $385K
|
2.04K
$96.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-6.7K- 4.03% |
$257K - $310K
|
160K
$7.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.62K- 28.58% |
$177K - $214K
|
11.5K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.08K- 40.55% |
$118K - $143K
|
4.52K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 8.7% |
$111K - $134K
|
30.3K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.38K- 5.25% |
$52.8K - $63.7K
|
24.8K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.04K- 15.11% |
$39.9K - $48.1K
|
5.85K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-608- 2.38% |
$23.3K - $28.1K
|
24.9K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-334- 2.94% |
$12.8K - $15.5K
|
11K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-244- 3.5% |
$9.36K - $11.3K
|
6.73K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18- 0.08% |
$691 - $833
|
23.9K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10- 0.02% |
$384 - $463
|
42.2K
$1.99M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-131K- 59.74% |
$5.44M - $6.03M
|
88.1K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.8K- 29.61% |
$490K - $544K
|
28K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-3.56K- 0.11% |
$148K - $164K
|
3.38M
$159M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 19.94% |
$51.7K - $57.4K
|
4.99K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-700- 10.17% |
$29.1K - $32.3K
|
6.19K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 2.05% |
$6.24K - $6.92K
|
7.16K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-110- 3.89% |
$4.57K - $5.08K
|
2.72K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$41.6 - $46.1
|
5.3K
$250K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-10.2K- 54.71% |
$417K - $459K
|
8.43K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.53K- 45.02% |
$185K - $204K
|
5.54K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.44K- 3.44% |
$99.9K - $110K
|
68.5K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.24K- 45.69% |
$91.7K - $101K
|
2.67K
$125K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-918- 5.95% |
$37.6K - $41.4K
|
14.5K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-244- 1.04% |
$9.98K - $11K
|
23.2K
$1.09M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.15K- 1.97% |
$195K - $217K
|
256K
$12M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-655- 47.29% |
$24.8K - $27.6K
|
730
$34.3K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.94KClosed |
$305K - $323K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-14- 0.04% |
$538 - $569
|
31.7K
$1.49M
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.15K- 53.51% |
$318K - $369K
|
7.94K
$374K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-138- 1.22% |
$4.8K - $5.57K
|
11.2K
$525K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 13.51% |
$3.48K - $4.04K
|
640
$30.1K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-800- 2.13% |
$21.7K - $25K
|
36.7K
$1.73M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-17.2K- 10.13% |
$463K - $574K
|
153K
$7.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.5KClosed |
$67.1K - $83.2K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-366- 2.95% |
$9.82K - $12.2K
|
12.1K
$567K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-21.3KClosed |
$649K - $774K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-9.99KClosed |
$304K - $362K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.36KClosed |
$254K - $303K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.51KClosed |
$198K - $236K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.66KClosed |
$50.6K - $60.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-212Closed |
$6.45K - $7.69K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-130- 1.69% |
$3.96K - $4.72K
|
7.56K
$356K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-69Closed |
$2.32K - $2.46K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$606 - $643
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.2KClosed |
$40.2K - $43.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-60Closed |
$1.74K - $1.99K
|
0
$0
|
|