Purchases and Sales Made in Q4 2024 in Davis Fundamental ETF Tr (DWLD)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DWLD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
262KNew |
$9.5M - $10.4M
|
262K
$9.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6.44KNew |
$234K - $256K
|
6.44K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.7KNew |
$207K - $226K
|
5.7K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
915+ 7.78% |
$33.2K - $36.4K
|
12.7K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
849+ 2.52% |
$30.8K - $33.7K
|
34.5K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.31% |
$145 - $159
|
1.29K
$48.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-88- 4.86% |
$3.2K - $3.5K
|
1.72K
$65.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-147- 0.39% |
$5.34K - $5.84K
|
37.4K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-814- 5.03% |
$29.6K - $32.3K
|
15.4K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.4K- 4.86% |
$87K - $95.2K
|
46.9K
$1.77M
|