Latest Institutional Purchases of Davis Fundamental ETF Tr (DWLD)
This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DWLD) 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 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.4KNew |
$2.75M - $3.07M
|
67.4K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.6K+ 10.08% |
$2.56M - $2.85M
|
684K
$30.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
55.7K+ 88.43% |
$2.28M - $2.54M
|
119K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.4K+ 16.97% |
$1.4M - $1.57M
|
237K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.9K+ 5.83% |
$732K - $816K
|
325K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$691K - $771K
|
16.9K
$762K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3K+ 6.27% |
$501K - $558K
|
208K
$9.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
10.5K+ 6.68% |
$427K - $476K
|
167K
$7.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.4K+ 17.33% |
$343K - $383K
|
56.8K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.4KNew |
$302K - $337K
|
7.4K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.2KNew |
$294K - $328K
|
7.2K
$324K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.42K+ 53.05% |
$221K - $247K
|
15.6K
$704K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.14KNew |
$210K - $234K
|
5.14K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5K+ 62.5% |
$204K - $228K
|
13K
$585K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.6KNew |
$188K - $209K
|
4.6K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.55KNew |
$186K - $207K
|
4.55K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.45KNew |
$181K - $202K
|
4.45K
$200K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 91.7% |
$181K - $202K
|
9.26K
$417K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.87K+ 4.5% |
$158K - $176K
|
89.9K
$4.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.25K+ 21.88% |
$133K - $148K
|
18.1K
$815K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.91K+ 27.8% |
$119K - $132K
|
13.4K
$601K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.58K+ 8.83% |
$105K - $117K
|
31.7K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.4K+ 9.87% |
$98K - $109K
|
26.7K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.16K+ 215600.0% |
$88K - $98.2K
|
2.16K
$97.1K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.75K+ 5.65% |
$71.5K - $79.7K
|
32.7K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
640+ 10.76% |
$26.1K - $29.2K
|
6.59K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
613+ 1.57% |
$25K - $27.9K
|
39.6K
$1.78M
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33.4K+ 184.72% |
$1.11M - $1.38M
|
51.4K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.4K+ 184.72% |
$1.11M - $1.38M
|
51.4K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9KNew |
$596K - $743K
|
17.9K
$808K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
7.88KNew |
$262K - $327K
|
7.88K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.13KNew |
$170K - $213K
|
5.13K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
200+ 15.56% |
$6.64K - $8.29K
|
1.49K
$66.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
159New |
$5.28K - $6.59K
|
159
$7.16K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.52KNew |
$266K - $297K
|
7.52K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
380+ 4.73% |
$13.4K - $15K
|
8.42K
$379K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
276+ 53.8% |
$9.75K - $10.9K
|
789
$35.5K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.4KNew |
$107K - $129K
|
3.4K
$153K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 12.47% |
$105K - $126K
|
29.9K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 5.16% |
$87.3K - $105K
|
56.3K
$2.54M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
908+ 139.48% |
$28.7K - $34.6K
|
1.56K
$70.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27New |
$853 - $1.03K
|
27
$1.22K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.3KNew |
$1.74M - $1.95M
|
55.3K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10KNew |
$314K - $353K
|
10K
$450K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.92KNew |
$60.2K - $67.5K
|
1.92K
$86.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70+ 0.22% |
$2.2K - $2.47K
|
32.2K
$1.45M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.03K+ 11.86% |
$85.5K - $98.5K
|
28.6K
$1.29M
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18.1KNew |
$472K - $539K
|
18.1K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
96New |
$2.5K - $2.86K
|
96
$4.32K
|
|