Institutional Ownership Davis Fundamental ETF Tr (DWLD)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DWLD). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 7.08 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,657
shares
|
$74,614
0.0% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,485
shares
|
$66,869
0.0% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,126
shares
|
$50,703
0.0% of portfolio
|
Q1 2025
Reduced 52.43%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
600
shares
|
$27,018
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
159
shares
|
$7,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2024
Reduced 99.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|