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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
552K+ 794.83% |
$18.3M - $22.9M
|
622K
$27.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
50.7K+ 143.37% |
$1.68M - $2.1M
|
86.1K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.2K+ 17.66% |
$1.53M - $1.91M
|
308K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.6K+ 28.19% |
$1.48M - $1.85M
|
203K
$9.05M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33.4K+ 184.72% |
$1.11M - $1.38M
|
51.4K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.4K+ 184.72% |
$1.11M - $1.38M
|
51.4K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.2K+ 7.33% |
$739K - $921K
|
325K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.2K+ 12.8% |
$737K - $920K
|
196K
$8.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9KNew |
$596K - $743K
|
17.9K
$801K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.2K+ 0.72% |
$374K - $466K
|
1.58M
$70.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
7.88KNew |
$262K - $327K
|
7.88K
$352K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.69K+ 130.76% |
$256K - $319K
|
13.6K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.54K+ 5.97% |
$217K - $271K
|
116K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.95KNew |
$198K - $247K
|
5.95K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.13KNew |
$170K - $213K
|
5.13K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$161K - $200K
|
4.83K
$216K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4K+ 100.0% |
$133K - $166K
|
8K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
3.89K+ 6.58% |
$129K - $161K
|
63K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.83K+ 57.89% |
$127K - $159K
|
10.4K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.9K+ 13.54% |
$96.3K - $120K
|
24.3K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.36K+ 1.53% |
$78.3K - $97.7K
|
157K
$7M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 17.15% |
$72.3K - $90.1K
|
14.9K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16K+ 11.25% |
$71.8K - $89.5K
|
21.4K
$954K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.11K+ 1.27% |
$70K - $87.4K
|
168K
$7.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.46K+ 2.62% |
$48.4K - $60.3K
|
57.1K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
812+ 2.86% |
$27K - $33.6K
|
29.2K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
415+ 1.07% |
$13.8K - $17.2K
|
39K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
200+ 15.56% |
$6.64K - $8.29K
|
1.49K
$66.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
159New |
$5.28K - $6.59K
|
159
$7.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67+ 0.06% |
$2.23K - $2.78K
|
111K
$4.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.52KNew |
$266K - $297K
|
7.52K
$336K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.12KNew |
$216K - $242K
|
6.12K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
380+ 4.73% |
$13.4K - $15K
|
8.42K
$376K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
276+ 53.8% |
$9.75K - $10.9K
|
789
$35.2K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.7KNew |
$207K - $226K
|
5.7K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$36.3 - $39.7
|
1
$44.7
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.4KNew |
$107K - $129K
|
3.4K
$152K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 12.47% |
$105K - $126K
|
29.9K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 5.16% |
$87.3K - $105K
|
56.3K
$2.52M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
908+ 139.48% |
$28.7K - $34.6K
|
1.56K
$69.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27New |
$853 - $1.03K
|
27
$1.21K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.3KNew |
$1.74M - $1.95M
|
55.3K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10KNew |
$314K - $353K
|
10K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.92KNew |
$60.2K - $67.5K
|
1.92K
$85.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70+ 0.22% |
$2.2K - $2.47K
|
32.2K
$1.44M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.03K+ 11.86% |
$85.5K - $98.5K
|
28.6K
$1.28M
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18.1KNew |
$472K - $539K
|
18.1K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
96New |
$2.5K - $2.86K
|
96
$4.29K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
33.2K+ 99.44% |
$904K - $1.02M
|
66.6K
$2.97M
|
|