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 41 institutions that hold shares in the stock, with a total of 9.3 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
27,895
shares
|
$650,232
0.32% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
27,121
shares
|
$632,190
0.02% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
19,749
shares
|
$460,349
0.0% of portfolio
|
Q4 2024
Reduced 40.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
17,628
shares
|
$410,908
0.02% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,450
shares
|
$406,759
0.0% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
16,114
shares
|
$375,617
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
8,275
shares
|
$192,890
0.02% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,845
shares
|
$182,866
0.0% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$46,620
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,000
shares
|
$23,310
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
550
shares
|
$12,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
387
shares
|
$9,020
0.0% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
294
shares
|
$6,853
0.0% of portfolio
|
Q4 2024
Reduced 25.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
255
shares
|
$5,944
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3
shares
|
$69
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|