Latest Institutional Sells of Davis Fundamental ETF Tr (DWLD)

DWLD Quotes by TradingView

This list provides information on the latest institutional transactions involving Davis Fundamental ETF Tr (DWLD) stock that were sells. 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 sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 14, 2025 Q3 2025
Northwestern Mutual Wealth Management CO

SELL
 -
-243K
- 74.76%
$9.94M - $11.1M
82.1K $3.7M
Oct 22, 2025 Q3 2025
Commonwealth Equity Services, LLC

SELL
 -
-70.2K
- 63.33%
$2.87M - $3.2M
40.6K $1.83M
Nov 14, 2025 Q3 2025
Integrated Wealth Concepts LLC

SELL
 -
-14.4K
- 67.44%
$588K - $656K
6.96K $313K
Nov 14, 2025 Q3 2025
Morgan Stanley

New York, NY
SELL
 -
-9.16K
- 0.58%
$374K - $417K
1.57M $70.6M
Nov 14, 2025 Q3 2025
Bank Of America Corp

Charlotte, NC
SELL
 -
-7.63K
- 6.58%
$312K - $348K
108K $4.88M
Oct 23, 2025 Q3 2025
Fjell Capital, LLC

Fargo, ND
SELL
 -
-2.22K
- 0.9%
$90.6K - $101K
243K $11M
Nov 14, 2025 Q3 2025
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-2.16K
- 3.78%
$88.2K - $98.4K
55K $2.48M
Nov 07, 2025 Q3 2025
Southeast Asset Advisors Inc.

Thomasville, GA
SELL
 -
-1.42K
- 3.36%
$58K - $64.7K
40.8K $1.84M
Nov 13, 2025 Q3 2025
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1.13K
- 0.67%
$46.1K - $51.4K
167K $7.51M
Nov 03, 2025 Q3 2025
Truist Financial Corp

SELL
 -
-232
- 1.67%
$9.47K - $10.6K
13.7K $615K
Nov 14, 2025 Q3 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-73
- 0.54%
$2.98K - $3.33K
13.5K $608K
Oct 09, 2025 Q3 2025
Advisor Net Financial, Inc

SELL
 -
-66
- 3.83%
$2.69K - $3.01K
1.66K $74.6K
Q2 2025
Nov 21, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
SELL
 -
-84.3K
- 20.34%
$2.8M - $3.5M
330K $14.9M
Aug 14, 2025 Q2 2025
Modern Wealth Management, LLC

Lenexa, KS
SELL
 -
-559
- 5.82%
$18.6K - $23.2K
9.04K $407K
Q1 2025
Apr 28, 2025 Q1 2025
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-101K
- 86.75%
$3.58M - $4.01M
15.5K $697K
May 12, 2025 Q1 2025
Chris Davis Davis Selected Advisers | Tucson, Az
SELL
 -
-1.69K
- 0.09%
$59.8K - $67K
1.92M $86.3M
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

SELL
 -
-1.24K
- 52.43%
$43.8K - $49.1K
1.13K $50.7K
Apr 24, 2025 Q1 2025
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-75
- 1.22%
$2.65K - $2.97K
6.08K $274K
Q4 2024
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
SELL
 -
-305
- 3.28%
$11.1K - $12.1K
8.98K $404K
Jan 24, 2025 Q4 2024
Lunt Capital Management, Inc.

Holladay, UT
SELL
 -
-147
- 0.39%
$5.34K - $5.84K
37.4K $1.69M
Q3 2024
Jul 31, 2025 Q3 2024
Brinker Capital Investments, LLC

SELL
 -
-7.75K
Closed
$245K - $295K
0 $0
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.34K
- 2.51%
$42.3K - $51K
52K $2.34M
Oct 31, 2024 Q3 2024
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-420
- 99.76%
$13.3K - $16K
1 $45
Nov 14, 2024 Q3 2024
Comerica Bank

SELL
 -
-211
- 9.04%
$6.66K - $8.03K
2.12K $95.6K
Q4 2023
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

SELL
 -
-2.08K
- 21.13%
$54.1K - $61.8K
7.75K $349K
Q1 2023
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-1.25K
- 2.92%
$31.4K - $36.2K
41.6K $1.87M
Q4 2022
Feb 15, 2023 Q4 2022
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-5.75K
- 36.26%
$124K - $148K
10.1K $455K
Q2 2022
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-17K
Closed
$399K - $480K
0 $0
Aug 12, 2022 Q2 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-13.3K
Closed
$311K - $374K
0 $0
Q1 2022
Apr 27, 2022 Q1 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-11.1K
Closed
$273K - $344K
0 $0
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-10.2K
Closed
$251K - $317K
0 $0
May 09, 2022 Q1 2022
Andesa Financial Management Inc.

SELL
 -
-9K
Closed
$221K - $280K
0 $0
Apr 29, 2022 Q1 2022
Kathleen S. Wright Associates Inc.

SELL
 -
-1.01K
Closed
$24.9K - $31.4K
0 $0
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-24
Closed
$591 - $745
0 $0
Q4 2021
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-500
Closed
$14.2K - $16K
0 $0
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-35
Closed
$995 - $1.12K
0 $0
Q3 2021
Oct 08, 2021 Q3 2021
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-7.04K
Closed
$207K - $240K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-2.75K
Closed
$80.9K - $93.8K
0 $0
Q2 2021
Jul 21, 2021 Q2 2021
Centric Wealth Management

SELL
 -
-9.22K
Closed
$303K - $332K
0 $0
Q4 2020
Feb 10, 2021 Q4 2020
Svb Wealth LLC

Boston, MA
SELL
 -
-250
Closed
$6.5K - $7.68K
0 $0
Q3 2020
Oct 21, 2020 Q3 2020
Edge Wealth Management LLC

SELL
 -
-600
Closed
$14.2K - $16.4K
0 $0
Q2 2020
Jul 17, 2020 Q2 2020
Corbenic Partners LLC

SELL
 -
-229
Closed
$4.23K - $5.68K
0 $0
Q1 2020
May 13, 2020 Q1 2020
Bokf, Na

Tulsa, OK
SELL
 -
-29.8K
Closed
$510K - $788K
0 $0
Apr 29, 2020 Q1 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-319
Closed
$5.45K - $8.42K
0 $0
May 15, 2020 Q1 2020
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-186
Closed
$3.18K - $4.91K
0 $0
Q4 2019
Feb 07, 2020 Q4 2019
Oppenheimer & CO Inc

New York, NY
SELL
 -
-17.8K
Closed
$395K - $460K
0 $0
Jan 17, 2020 Q4 2019
Steward Partners Investment Advisory, LLC

SELL
 -
-15
Closed
$332 - $388
0 $0
Q1 2019
May 15, 2019 Q1 2019
Ifp Advisors, Inc

SELL
 -
-404
Closed
N/A
0 $0
Q4 2018
Feb 11, 2019 Q4 2018
Stephens Inc

SELL
 -
-105K
Closed
N/A
0 $0

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