Purchases and Sales Made in Q4 2025 in Davis Fundamental ETF Tr (DWLD)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DWLD) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
105KNew |
$4.56M - $4.83M
|
105K
$4.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
12.3K+ 5.07% |
$536K - $568K
|
256K
$11.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
6K+ 6.67% |
$260K - $276K
|
95.9K
$4.32M
|