Purchases and Sales Made in Q3 2025 in Davis Fundamental ETF Tr (DINT)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DINT) during Q3 2025. The information is specifically focused on institutions that hold shares of DAVIS FUNDAMENTAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
690K+ 89.57% |
$17.4M - $19.4M
|
1.46M
$40.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
25.2K+ 41.32% |
$639K - $709K
|
86.3K
$2.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
17.6KNew |
$445K - $494K
|
17.6K
$492K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.2K+ 3.49% |
$410K - $456K
|
481K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 20.81% |
$403K - $447K
|
92.4K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 11.19% |
$326K - $362K
|
128K
$3.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$269K - $299K
|
10.6K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.6K+ 15.2% |
$267K - $297K
|
80K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 62.37% |
$265K - $294K
|
27.2K
$763K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.75K+ 3.45% |
$247K - $274K
|
292K
$8.18M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.5KNew |
$190K - $211K
|
7.5K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.46K+ 3.2% |
$62.3K - $69.2K
|
79.4K
$2.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.08K+ 20.18% |
$52.6K - $58.5K
|
12.4K
$347K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.28KNew |
$32.3K - $35.8K
|
1.28K
$35.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
960+ 0.69% |
$24.3K - $27K
|
141K
$3.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
952+ 3.42% |
$24.1K - $26.7K
|
28.8K
$805K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
789New |
$20K - $22.2K
|
789
$22.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
566+ 5.64% |
$14.3K - $15.9K
|
10.6K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
462New |
$11.7K - $13K
|
462
$12.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-79- 0.8% |
$2K - $2.22K
|
9.79K
$274K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-336- 0.54% |
$8.5K - $9.44K
|
61.5K
$1.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-412- 74.91% |
$10.4K - $11.6K
|
138
$3.87K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-661- 8.15% |
$16.7K - $18.6K
|
7.45K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-835- 1.85% |
$21.1K - $23.5K
|
44.4K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1.5K- 2.68% |
$38K - $42.1K
|
54.5K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.56K- 9.01% |
$39.3K - $43.7K
|
15.7K
$440K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.55K- 8.85% |
$64.4K - $71.5K
|
26.2K
$734K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.44K- 32.43% |
$214K - $237K
|
17.6K
$493K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.3K- 15.5% |
$615K - $683K
|
133K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 19.3% |
$3.02M - $3.35M
|
499K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-214K- 22.93% |
$5.41M - $6.01M
|
719K
$20.1M
|
|