Latest Institutional Sells of Davis Fundamental ETF Tr (DWLD)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DWLD) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-10.1K- 3.96% |
$336K - $418K
|
245K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-450- 3.14% |
$14.9K - $18.6K
|
13.9K
$574K
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-101K- 86.75% |
$3.58M - $4.01M
|
15.5K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.8K- 11.49% |
$1.9M - $2.13M
|
415K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 1.17% |
$652K - $731K
|
1.57M
$64.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-11.5K- 24.56% |
$407K - $455K
|
35.4K
$1.46M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8K- 66.67% |
$283K - $316K
|
4K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.65K- 21.24% |
$270K - $303K
|
28.4K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.99K- 5.13% |
$212K - $237K
|
111K
$4.58M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-3.76K- 5.97% |
$133K - $149K
|
59.1K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.27K- 6.3% |
$115K - $129K
|
48.6K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-1.69K- 0.09% |
$59.8K - $67K
|
1.92M
$79.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.32K- 2.32% |
$46.7K - $52.3K
|
55.7K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.24K- 52.43% |
$43.8K - $49.1K
|
1.13K
$46.5K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.15K- 3.33% |
$40.5K - $45.4K
|
33.3K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-600- 6.8% |
$21.2K - $23.7K
|
8.22K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-450- 1.05% |
$15.9K - $17.8K
|
42.2K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-296- 0.19% |
$10.5K - $11.7K
|
154K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-75- 1.22% |
$2.65K - $2.97K
|
6.08K
$251K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.52K- 52.58% |
$237K - $259K
|
5.88K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-305- 3.28% |
$11.1K - $12.1K
|
8.98K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-147- 0.39% |
$5.34K - $5.84K
|
37.4K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-88- 4.86% |
$3.2K - $3.5K
|
1.72K
$71.2K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.34K- 2.51% |
$42.3K - $51K
|
52K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-420- 99.76% |
$13.3K - $16K
|
1
$41.3
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-211- 9.04% |
$6.66K - $8.03K
|
2.12K
$87.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14K- 62.02% |
$441K - $495K
|
8.59K
$355K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.08K- 21.13% |
$54.1K - $61.8K
|
7.75K
$320K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.25K- 2.92% |
$31.4K - $36.2K
|
41.6K
$1.72M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.75K- 36.26% |
$124K - $148K
|
10.1K
$418K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.2K- 13.8% |
$90.8K - $108K
|
26.3K
$1.09M
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17KClosed |
$399K - $480K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-13.3KClosed |
$311K - $374K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.1KClosed |
$273K - $344K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.2KClosed |
$251K - $317K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-9KClosed |
$221K - $280K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.01KClosed |
$24.9K - $31.4K
|
0
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-24Closed |
$591 - $745
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-500Closed |
$14.2K - $16K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35Closed |
$995 - $1.12K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-7.04KClosed |
$207K - $240K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.75KClosed |
$80.9K - $93.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-9.22KClosed |
$303K - $332K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.7KClosed |
$220K - $241K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-250Closed |
$6.5K - $7.68K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-600Closed |
$14.2K - $16.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-229Closed |
$4.23K - $5.68K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-29.8KClosed |
$510K - $788K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-319Closed |
$5.45K - $8.42K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-186Closed |
$3.18K - $4.91K
|
0
$0
|
|