Latest Institutional Purchases of Davis Fundamental ETF Tr (DUSA)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DUSA) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
416K+ 66.46% |
$18.8M - $20.3M
|
1.04M
$49.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
251KNew |
$11.4M - $12.3M
|
251K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
181K+ 4.56% |
$8.17M - $8.83M
|
4.15M
$199M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
74.6K+ 22.89% |
$3.37M - $3.64M
|
401K
$19.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
67.5K+ 14.04% |
$3.05M - $3.29M
|
548K
$26.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.3K+ 8.22% |
$2.36M - $2.55M
|
688K
$33M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.8K+ 13.66% |
$1.8M - $1.94M
|
331K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.1K+ 19.98% |
$1.13M - $1.22M
|
150K
$7.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.9K+ 21.02% |
$1.03M - $1.12M
|
132K
$6.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20.8K+ 6.54% |
$939K - $1.02M
|
339K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8KNew |
$803K - $868K
|
17.8K
$851K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.1K+ 11.99% |
$726K - $785K
|
150K
$7.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.2K+ 1.49% |
$596K - $645K
|
902K
$43.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6KNew |
$522K - $564K
|
11.6K
$553K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
11.1K+ 76.23% |
$500K - $540K
|
25.6K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.8K+ 196.69% |
$488K - $528K
|
16.3K
$781K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.8K+ 39.17% |
$397K - $430K
|
31.3K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5.47KNew |
$247K - $267K
|
5.47K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.4K+ 9.26% |
$153K - $166K
|
40.1K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.71K+ 1.84% |
$123K - $132K
|
150K
$7.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.05K+ 4.06% |
$92.4K - $99.9K
|
52.5K
$2.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.37K+ 10.19% |
$61.7K - $66.7K
|
14.8K
$707K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 18.61% |
$45.2K - $48.8K
|
6.37K
$305K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
939+ 3.78% |
$42.4K - $45.8K
|
25.8K
$1.23M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
925New |
$41.8K - $45.1K
|
925
$44.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
619+ 2.62% |
$28K - $30.2K
|
24.3K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
242New |
$10.9K - $11.8K
|
242
$11.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 0.84% |
$9.03K - $9.76K
|
24.1K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
33+ 0.4% |
$1.49K - $1.61K
|
8.36K
$400K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
59.3KNew |
$2.28M - $2.74M
|
59.3K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
42.3K+ 34.14% |
$1.62M - $1.96M
|
166K
$7.96M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.21K+ 8.2% |
$84.7K - $102K
|
29.1K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
207+ 0.26% |
$7.94K - $9.58K
|
79.3K
$3.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
169+ 0.68% |
$6.49K - $7.82K
|
24.9K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.13K+ 17.31% |
$46.8K - $51.9K
|
7.62K
$365K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
777New |
$32.3K - $35.9K
|
777
$37.2K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
302New |
$12.6K - $13.9K
|
302
$14.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.8KNew |
$975K - $1.07M
|
23.8K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.15K+ 6.23% |
$46.9K - $51.7K
|
19.5K
$936K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
768New |
$31.4K - $34.6K
|
768
$36.8K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
308+ 6.07% |
$12.6K - $13.9K
|
5.38K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75+ 0.84% |
$3.07K - $3.38K
|
9K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
7+ 4.29% |
$286 - $315
|
170
$8.14K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 0.97% |
$123 - $135
|
312
$14.9K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
15.5KNew |
$589K - $655K
|
15.5K
$744K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.66K+ 19.39% |
$290K - $323K
|
47.2K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.24K+ 8.31% |
$199K - $221K
|
68.3K
$3.27M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
580New |
$22K - $24.4K
|
580
$27.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500New |
$19K - $21.1K
|
500
$23.9K
|
|