Latest Institutional Sells of Davis Fundamental ETF Tr (DWLD)

DWLD Quotes by TradingView

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
Aug 14, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
SELL
 -
-84.3K
- 20.34%
$2.8M - $3.5M
330K $13.8M
Jul 09, 2025 Q2 2025
Fjell Capital, LLC

Fargo, ND
SELL
 -
-10.1K
- 3.96%
$336K - $420K
245K $10.3M
Aug 13, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-6.52K
- 52.58%
$217K - $270K
5.88K $246K
Aug 14, 2025 Q2 2025
Jane Street Group, LLC

New York, NY
SELL
 -
-5.14K
- 33.45%
$171K - $213K
10.2K $428K
Jul 21, 2025 Q2 2025
Diligent Investors, LLC

SELL
 -
-2.6K
- 31.63%
$86.4K - $108K
5.62K $235K
Jul 30, 2025 Q2 2025
D.A. Davidson & Co.

SELL
 -
-2.38K
- 7.14%
$79.1K - $98.6K
31K $1.3M
Aug 14, 2025 Q2 2025
Modern Wealth Management, LLC

Lenexa, KS
SELL
 -
-559
- 5.82%
$18.6K - $23.2K
9.04K $378K
Jul 18, 2025 Q2 2025
Truist Financial Corp

SELL
 -
-450
- 3.14%
$14.9K - $18.6K
13.9K $581K
Jul 31, 2025 Q2 2025
Envestnet Asset Management Inc

SELL
 -
-185
- 0.38%
$6.15K - $7.67K
48.4K $2.03M
Q1 2025
Apr 28, 2025 Q1 2025
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-101K
- 86.75%
$3.58M - $4.01M
15.5K $648K
May 12, 2025 Q1 2025
Chris Davis Davis Selected Advisers | Tucson, Az
SELL
 -
-1.69K
- 0.09%
$59.8K - $67K
1.92M $80.2M
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

SELL
 -
-1.24K
- 52.43%
$43.8K - $49.1K
1.13K $47.1K
May 14, 2025 Q1 2025
Southeast Asset Advisors Inc.

Thomasville, GA
SELL
 -
-450
- 1.05%
$15.9K - $17.8K
42.2K $1.77M
Apr 24, 2025 Q1 2025
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-75
- 1.22%
$2.65K - $2.97K
6.08K $254K
Q4 2024
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
SELL
 -
-305
- 3.28%
$11.1K - $12.1K
8.98K $376K
Jan 24, 2025 Q4 2024
Lunt Capital Management, Inc.

Holladay, UT
SELL
 -
-147
- 0.39%
$5.34K - $5.84K
37.4K $1.57M
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

SELL
 -
-88
- 4.86%
$3.2K - $3.5K
1.72K $72.1K
Q3 2024
Jul 31, 2025 Q3 2024
Brinker Capital Investments, LLC

SELL
 -
-7.75K
Closed
$245K - $295K
0 $0
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.34K
- 2.51%
$42.3K - $51K
52K $2.17M
Oct 31, 2024 Q3 2024
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-420
- 99.76%
$13.3K - $16K
1 $41.8
Nov 14, 2024 Q3 2024
Comerica Bank

SELL
 -
-211
- 9.04%
$6.66K - $8.03K
2.12K $88.8K
Q2 2024
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-14K
- 62.02%
$441K - $495K
8.59K $359K
Q4 2023
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

SELL
 -
-2.08K
- 21.13%
$54.1K - $61.8K
7.75K $324K
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 $1.74M
Q4 2022
Feb 15, 2023 Q4 2022
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-5.75K
- 36.26%
$124K - $148K
10.1K $423K
Q2 2022
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-17K
Closed
$399K - $480K
0 $0
Aug 12, 2022 Q2 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-13.3K
Closed
$311K - $374K
0 $0
Q1 2022
Apr 27, 2022 Q1 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-11.1K
Closed
$273K - $344K
0 $0
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-10.2K
Closed
$251K - $317K
0 $0
May 09, 2022 Q1 2022
Andesa Financial Management Inc.

SELL
 -
-9K
Closed
$221K - $280K
0 $0
Apr 29, 2022 Q1 2022
Kathleen S. Wright Associates Inc.

SELL
 -
-1.01K
Closed
$24.9K - $31.4K
0 $0
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-24
Closed
$591 - $745
0 $0
Q4 2021
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-500
Closed
$14.2K - $16K
0 $0
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-35
Closed
$995 - $1.12K
0 $0
Q3 2021
Oct 08, 2021 Q3 2021
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-7.04K
Closed
$207K - $240K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-2.75K
Closed
$80.9K - $93.8K
0 $0
Q2 2021
Jul 21, 2021 Q2 2021
Centric Wealth Management

SELL
 -
-9.22K
Closed
$303K - $332K
0 $0
Q4 2020
Feb 10, 2021 Q4 2020
Svb Wealth LLC

Boston, MA
SELL
 -
-250
Closed
$6.5K - $7.68K
0 $0
Q3 2020
Oct 21, 2020 Q3 2020
Edge Wealth Management LLC

SELL
 -
-600
Closed
$14.2K - $16.4K
0 $0
Q2 2020
Jul 17, 2020 Q2 2020
Corbenic Partners LLC

SELL
 -
-229
Closed
$4.23K - $5.68K
0 $0
Q1 2020
May 13, 2020 Q1 2020
Bokf, Na

Tulsa, OK
SELL
 -
-29.8K
Closed
$510K - $788K
0 $0
Apr 29, 2020 Q1 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-319
Closed
$5.45K - $8.42K
0 $0
May 15, 2020 Q1 2020
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-186
Closed
$3.18K - $4.91K
0 $0
Q4 2019
Feb 07, 2020 Q4 2019
Oppenheimer & CO Inc

New York, NY
SELL
 -
-17.8K
Closed
$395K - $460K
0 $0
Jan 17, 2020 Q4 2019
Steward Partners Investment Advisory, LLC

SELL
 -
-15
Closed
$332 - $388
0 $0
Q1 2019
May 15, 2019 Q1 2019
Ifp Advisors, Inc

SELL
 -
-404
Closed
N/A
0 $0
Q4 2018
Feb 11, 2019 Q4 2018
Stephens Inc

SELL
 -
-105K
Closed
N/A
0 $0
Q3 2018
Nov 05, 2018 Q3 2018
Essex Financial Services, Inc.

SELL
 -
-8.23K
Closed
N/A
0 $0
Q2 2018
Aug 10, 2018 Q2 2018
Koshinski Asset Management, Inc.

SELL
 -
-12.6K
Closed
N/A
0 $0

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