Who owns Davis Fundamental Etf Tr select wrld wi?
- Ticker: DWLD
- CUSIP Number: 23908l306
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Analyze quarterly positions in Davis Fundamental Etf Tr select wrld wi with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Davis Fundamental Etf Tr select wrld wi this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Davis Selected Advisers | 2.0M | $58M | 1% | Dec 2023 |
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Morgan Stanley | 1.4M | $38M | -3% | Sep 2023 |
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Royal Bank of Canada | 490k | $15M | 4% | Dec 2023 |
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Stifel Financial | 225k | $6.7M | 16% | Dec 2023 |
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UBS Group | 150k | $4.4M | 2% | Dec 2023 |
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LPL Financial | 117k | $3.2M | -4% | Sep 2023 |
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Southeast Asset Advisors | 98k | $2.7M | -4% | Sep 2023 |
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Commonwealth Equity Services | 91k | $2.7M | 0% | Dec 2023 |
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Bank of America Corporation | 69k | $2.0M | 21% | Dec 2023 |
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Old Mission Capital | 67k | $1.8M | 99% | Sep 2023 |
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Envestnet Asset Management | 62k | $1.7M | -19% | Sep 2023 |
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Northwestern Mutual Wealth Management Company | 61k | $1.7M | 0% | Sep 2023 |
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Lunt Capital Management | 60k | $1.8M | 169% | Dec 2023 |
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Rockefeller Capital Management | 59k | $1.8M | -3% | Dec 2023 |
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Captrust Financial Advisors | 58k | $1.7M | -19% | Dec 2023 |
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Raymond James Financial Services Advisors | 57k | $1.7M | -6% | Dec 2023 |
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Davenport & Co | 43k | $1.3M | 10% | Dec 2023 |
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D.A. Davidson & Co. | 41k | $1.2M | -6% | Dec 2023 |
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Stratos Wealth Partners | 31k | $916k | -3% | Dec 2023 |
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Benjamin F. Edwards & Company | 31k | $907k | 2% | Dec 2023 |
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Financial Network Investment Corporation | 26k | $709k | 100% | Sep 2023 |
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Branch Banking & Trust Company | 18k | $546k | -1% | Dec 2023 |
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Scissortail Wealth Management | 18k | $538k | 100% | Dec 2023 |
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Private Advisor | 17k | $493k | 16% | Dec 2023 |
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Raymond James & Associates | 16k | $486k | -7% | Dec 2023 |
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Silver Oak Securities | 16k | $459k | 100% | Dec 2023 |
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Creative Financial Designs | 15k | $452k | -4% | Dec 2023 |
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Jane Street | 13k | $372k | -85% | Dec 2023 |
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Bank of New York Mellon | 12k | $367k | 100% | Dec 2023 |
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Advisor Group Holdings | 9.5k | $282k | -36% | Dec 2023 |
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Diligent Investors | 9.5k | $281k | -4% | Dec 2023 |
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Creative Planning | 8.5k | $252k | -9% | Dec 2023 |
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Cambridge Investment Research Advisors | 8.1k | $239k | -3% | Dec 2023 |
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Orion Portfolio Solutions | 7.8k | $229k | -21% | Dec 2023 |
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Advisor Resource Council | 7.5k | $221k | 100% | Dec 2023 |
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Geneos Wealth Management | 4.0k | $119k | 0% | Dec 2023 |
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Brian McDonald | 2.2k | $61k | 100% | Sep 2023 |
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CWM | 1.4k | $40k | 274% | Dec 2023 |
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AdvisorNet Financial | 1.3k | $38k | -12% | Dec 2023 |
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Private Trust Co Na | 600.00 | $18k | 0% | Dec 2023 |
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Sittner & Nelson | 421.00 | $12k | 0% | Sep 2023 |
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Rockbridge Investment Management, LCC | 96.00 | $2.8k | 100% | Dec 2023 |
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Wells Fargo & Company | 72.00 | $2.1k | 7100% | Dec 2023 |
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Who sold out of Davis Fundamental Etf Tr select wrld wi?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Sep 2023 | 90k | $2.5M |
Flow Traders US | Sep 2023 | 16k | $440k |
Joule Financial | Sep 2023 | 9.5k | $263k |
Spire Wealth Management | Sep 2023 | 3.7k | $103k |
Pnc Financial Services | Sep 2023 | 235.00 | $6.5k |