Rockbridge Investment Management, Lcc Davis Fundamental ETF Tr Transaction History

Rockbridge Investment Management, Lcc

$780 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$26.05 - $29.75 $2,500 - $2,856	96 New	96 $2.84 Million

Others Institutions Holding DWLD

# of Institutions

52

Shares Held

6.05M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

1.92M
Shares

$73.7 Million
0.41% of portfolio
Morgan Stanley New York, NY

1.59M
Shares

$61 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

469K
Shares

$18 Million
0.0% of portfolio
Fjell Capital, LLC Fargo, ND

262K
Shares

$10.1 Million
9.81% of portfolio
Stifel Financial Corp St. Louis, MO

252K
Shares

$9.67 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DWLD
Sector ETFs
Industry ETFs

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