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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
262KNew |
$9.5M - $10.4M
|
262K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
112KNew |
$4.07M - $4.46M
|
112K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
62.9KNew |
$2.28M - $2.5M
|
62.9K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.2K+ 2.6% |
$1.46M - $1.6M
|
1.59M
$61M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.5KNew |
$1M - $1.09M
|
27.5K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.2K+ 22.16% |
$769K - $841K
|
117K
$4.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 13.01% |
$635K - $695K
|
152K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.1K+ 26.52% |
$583K - $638K
|
76.7K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.2KNew |
$515K - $563K
|
14.2K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.44K+ 29.18% |
$343K - $375K
|
41.8K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.46K+ 5.79% |
$307K - $336K
|
155K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.43KNew |
$306K - $335K
|
8.43K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6.44KNew |
$234K - $256K
|
6.44K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.28K+ 2.56% |
$228K - $249K
|
252K
$9.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.7KNew |
$207K - $226K
|
5.7K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
1.87K+ 0.1% |
$67.8K - $74.2K
|
1.92M
$73.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
930+ 2.83% |
$33.8K - $36.9K
|
33.7K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
915+ 7.78% |
$33.2K - $36.4K
|
12.7K
$488K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
850+ 4.13% |
$30.9K - $33.8K
|
21.4K
$824K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
849+ 2.52% |
$30.8K - $33.7K
|
34.5K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
810+ 1.59% |
$29.4K - $32.2K
|
51.9K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
413+ 0.65% |
$15K - $16.4K
|
64.4K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
282+ 0.5% |
$10.2K - $11.2K
|
57K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63+ 0.79% |
$2.29K - $2.5K
|
8.04K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.31% |
$145 - $159
|
1.29K
$49.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$36.3 - $39.7
|
1
$38.5
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.8K+ 338.37% |
$816K - $984K
|
33.5K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.5KNew |
$489K - $590K
|
15.5K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.4KNew |
$107K - $129K
|
3.4K
$131K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 12.47% |
$105K - $126K
|
29.9K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 5.16% |
$87.3K - $105K
|
56.3K
$2.17M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
908+ 139.48% |
$28.7K - $34.6K
|
1.56K
$59.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27New |
$853 - $1.03K
|
27
$1.04K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.3KNew |
$1.74M - $1.95M
|
55.3K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10KNew |
$314K - $353K
|
10K
$385K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.92KNew |
$60.2K - $67.5K
|
1.92K
$73.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70+ 0.22% |
$2.2K - $2.47K
|
32.2K
$1.24M
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.17KNew |
$202K - $233K
|
7.17K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.03K+ 11.86% |
$85.5K - $98.5K
|
28.6K
$1.1M
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18.1KNew |
$472K - $539K
|
18.1K
$697K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.46KNew |
$194K - $222K
|
7.46K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
96New |
$2.5K - $2.86K
|
96
$3.69K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
33.2K+ 99.44% |
$904K - $1.02M
|
66.6K
$2.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
9.55KNew |
$260K - $294K
|
9.55K
$367K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.73KNew |
$102K - $115K
|
3.73K
$143K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
77.6KNew |
$1.95M - $2.24M
|
77.6K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250New |
$6.27K - $7.23K
|
250
$9.61K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
979New |
$21.2K - $25.2K
|
979
$37.6K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.32KNew |
$28.9K - $33.9K
|
1.32K
$50.6K
|
|