Purchases and Sales Made in Q4 2024 in Davis Fundamental ETF Tr (DUSA)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DUSA) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
278KNew |
$11.4M - $12.5M
|
278K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
41.5K+ 18.65% |
$1.7M - $1.87M
|
264K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
28.1K+ 21.58% |
$1.15M - $1.27M
|
158K
$7.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.6K+ 27.31% |
$311K - $342K
|
35.4K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.68KNew |
$273K - $301K
|
6.68K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.73K+ 4.48% |
$153K - $168K
|
87K
$3.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.15K+ 6.23% |
$46.9K - $51.7K
|
19.5K
$886K
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
1.11K+ 0.03% |
$45.3K - $49.9K
|
3.39M
$154M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 18.91% |
$43.1K - $47.5K
|
6.62K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.04K+ 5.03% |
$42.4K - $46.7K
|
21.6K
$982K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
401+ 1.1% |
$16.4K - $18.1K
|
37K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75+ 0.84% |
$3.07K - $3.38K
|
9K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
35+ 0.3% |
$1.43K - $1.58K
|
11.7K
$531K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
24+ 0.86% |
$982 - $1.08K
|
2.83K
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
7+ 4.29% |
$286 - $315
|
170
$7.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 0.97% |
$123 - $135
|
312
$14.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 0.68% |
$2.05K - $2.25K
|
7.31K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-244- 1.04% |
$9.98K - $11K
|
23.2K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-918- 5.95% |
$37.6K - $41.4K
|
14.5K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-969- 0.69% |
$39.6K - $43.7K
|
140K
$6.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 4.6% |
$70K - $77.2K
|
35.5K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.91K- 5.61% |
$78.3K - $86.2K
|
32.2K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.24K- 45.69% |
$91.7K - $101K
|
2.67K
$121K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.61K- 30.99% |
$107K - $118K
|
5.81K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.37K- 7.58% |
$302K - $332K
|
89.9K
$4.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.58K- 16.0% |
$310K - $341K
|
39.8K
$1.8M
|