Institutional Ownership Davis Fundamental ETF Tr (DINT)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DINT). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 9.8 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
16,700
shares
|
$467,767
0.0% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
15,706
shares
|
$439,925
0.0% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
15,326
shares
|
$429,281
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
13,735
shares
|
$384,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
12,392
shares
|
$347,099
0.17% of portfolio
|
Q3 2025
Added 20.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,646
shares
|
$298,194
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
10,605
shares
|
$297,046
0.0% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
9,794
shares
|
$274,329
0.01% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
9,000
shares
|
$252,090
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
8,275
shares
|
$231,782
0.02% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,500
shares
|
$210,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
7,449
shares
|
$208,646
0.0% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$56,020
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,275
shares
|
$35,712
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,000
shares
|
$28,010
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
789
shares
|
$22,099
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
585
shares
|
$16,385
0.0% of portfolio
|
Q1 2025
Added 51.16%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
462
shares
|
$12,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
294
shares
|
$8,234
0.0% of portfolio
|
Q4 2024
Reduced 25.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
255
shares
|
$7,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
138
shares
|
$3,865
0.0% of portfolio
|
Q3 2025
Reduced 74.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|