Latest Institutional Purchases of Davis Fundamental ETF Tr (DWLD)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DWLD) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
239K+ 371.15% |
$8.44M - $9.45M
|
303K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
138K+ 502.42% |
$4.89M - $5.47M
|
166K
$6.53M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61.3K+ 54.63% |
$2.16M - $2.42M
|
173K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.9K+ 42.86% |
$1.16M - $1.3M
|
110K
$4.31M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.7K+ 66.26% |
$978K - $1.09M
|
69.5K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1KNew |
$638K - $715K
|
18.1K
$711K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$638K - $715K
|
18.1K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$542K - $607K
|
15.4K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 127.69% |
$380K - $426K
|
19.2K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.85K+ 3.91% |
$348K - $389K
|
261K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.52KNew |
$266K - $297K
|
7.52K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.14K+ 135.61% |
$252K - $282K
|
12.4K
$488K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.14K+ 4.04% |
$217K - $243K
|
158K
$6.22M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.12KNew |
$216K - $242K
|
6.12K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.86K+ 14.41% |
$172K - $192K
|
38.6K
$1.52M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
513New |
$18.1K - $20.3K
|
513
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
380+ 4.73% |
$13.4K - $15K
|
8.42K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
180+ 2.8% |
$6.36K - $7.12K
|
6.62K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
62.9KNew |
$2.28M - $2.5M
|
62.9K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.7KNew |
$207K - $226K
|
5.7K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
915+ 7.78% |
$33.2K - $36.4K
|
12.7K
$499K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
850+ 4.13% |
$30.9K - $33.8K
|
21.4K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.31% |
$145 - $159
|
1.29K
$50.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$36.3 - $39.7
|
1
$39.3
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.8K+ 338.37% |
$816K - $984K
|
33.5K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.4KNew |
$107K - $129K
|
3.4K
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 12.47% |
$105K - $126K
|
29.9K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 5.16% |
$87.3K - $105K
|
56.3K
$2.22M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
908+ 139.48% |
$28.7K - $34.6K
|
1.56K
$61.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27New |
$853 - $1.03K
|
27
$1.06K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.3KNew |
$1.74M - $1.95M
|
55.3K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10KNew |
$314K - $353K
|
10K
$393K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.92KNew |
$60.2K - $67.5K
|
1.92K
$75.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70+ 0.22% |
$2.2K - $2.47K
|
32.2K
$1.27M
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.17KNew |
$202K - $233K
|
7.17K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.03K+ 11.86% |
$85.5K - $98.5K
|
28.6K
$1.13M
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18.1KNew |
$472K - $539K
|
18.1K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
96New |
$2.5K - $2.86K
|
96
$3.78K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
33.2K+ 99.44% |
$904K - $1.02M
|
66.6K
$2.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
9.55KNew |
$260K - $294K
|
9.55K
$376K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.73KNew |
$102K - $115K
|
3.73K
$147K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
77.6KNew |
$1.95M - $2.24M
|
77.6K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250New |
$6.27K - $7.23K
|
250
$9.84K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
979New |
$21.2K - $25.2K
|
979
$38.5K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.32KNew |
$28.9K - $33.9K
|
1.32K
$51.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
380New |
$8.33K - $9.79K
|
380
$14.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
235New |
$5.15K - $6.06K
|
235
$9.24K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
37.4KNew |
$875K - $1.05M
|
37.4K
$1.47M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
600New |
$14K - $16.9K
|
600
$23.6K
|
|