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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.1K- 80.89% |
$1.44M - $1.58M
|
8.29K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.2K- 61.93% |
$990K - $1.09M
|
14.9K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.9K- 4.94% |
$812K - $895K
|
382K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.4K- 33.1% |
$466K - $514K
|
23K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-10.2K- 54.71% |
$417K - $459K
|
8.43K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.58K- 16.0% |
$310K - $341K
|
39.8K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.37K- 7.58% |
$302K - $332K
|
89.9K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.53K- 45.02% |
$185K - $204K
|
5.54K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.61K- 30.99% |
$107K - $118K
|
5.81K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.44K- 3.44% |
$99.9K - $110K
|
68.5K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.24K- 45.69% |
$91.7K - $101K
|
2.67K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.91K- 5.61% |
$78.3K - $86.2K
|
32.2K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.89K- 1.29% |
$77.2K - $85K
|
144K
$6.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 6.03% |
$71.3K - $78.5K
|
27.1K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 4.6% |
$70K - $77.2K
|
35.5K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-969- 0.69% |
$39.6K - $43.7K
|
140K
$6.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-918- 5.95% |
$37.6K - $41.4K
|
14.5K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-618- 4.0% |
$25.3K - $27.9K
|
14.8K
$663K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-244- 1.04% |
$9.98K - $11K
|
23.2K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-100- 1.43% |
$4.09K - $4.51K
|
6.89K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 0.68% |
$2.05K - $2.25K
|
7.31K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-22- 0.71% |
$900 - $992
|
3.07K
$137K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.15K- 1.97% |
$195K - $217K
|
256K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.01K- 16.4% |
$76.1K - $84.6K
|
10.2K
$458K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-655- 47.29% |
$24.8K - $27.6K
|
730
$32.7K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-14- 0.04% |
$538 - $569
|
31.7K
$1.42M
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.15K- 53.51% |
$318K - $369K
|
7.94K
$355K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-138- 1.22% |
$4.8K - $5.57K
|
11.2K
$499K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 13.51% |
$3.48K - $4.04K
|
640
$28.6K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-800- 2.13% |
$21.7K - $25K
|
36.7K
$1.64M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-875- 7.86% |
$22.2K - $25.3K
|
10.3K
$459K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-17.2K- 10.13% |
$463K - $574K
|
153K
$6.84M
|
|
|
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
$539K
|
|
| 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
$338K
|
|
| 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
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-900Closed |
$21.1K - $24.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-250- 50.0% |
$4.62K - $6.27K
|
250
$11.2K
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-194Closed |
$3.59K - $4.86K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-30.1K- 69.39% |
$521K - $822K
|
13.3K
$594K
|
|
|
May 05, 2020
Q1 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-20KClosed |
$346K - $546K
|
0
$0
|
|