Who owns Davis Fundamental Etf Tr select us eqty?
- Ticker: DUSA
- CUSIP Number: 23908l207
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Analyze quarterly positions in Davis Fundamental Etf Tr select us eqty 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 us eqty this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Davis Selected Advisers | 3.4M | $141M | 0% | Sep 2024 |
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Morgan Stanley | 2.7M | $165M | 5% | Jun 2024 |
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Kestra Advisory Services | 802k | $33M | 0% | Sep 2024 |
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Raymond James & Associates | 256k | $11M | -2% | Sep 2024 |
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Next Level Private | 223k | $9.3M | 17% | Sep 2024 |
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LPL Financial | 204k | $8.5M | -3% | Sep 2024 |
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Level Four Advisory Services | 151k | $6.1M | 7% | Jun 2024 |
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D.A. Davidson & Co. | 140k | $5.7M | -1% | Jun 2024 |
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Bank of America Corporation | 139k | $5.8M | 35% | Sep 2024 |
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Commonwealth Equity Services | 136k | $5.7M | -1% | Sep 2024 |
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Lunt Capital Management | 130k | $5.4M | 23% | Sep 2024 |
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Sebold Capital Management | 97k | $4.1M | -3% | Sep 2024 |
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Geneos Wealth Management | 77k | $3.1M | 7% | Jun 2024 |
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Prospera Financial Services | 71k | $3.0M | -37% | Sep 2024 |
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Raymond James Financial Services Advisors | 68k | $2.8M | 8% | Sep 2024 |
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Stifel Financial | 58k | $2.4M | 2% | Jun 2024 |
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Rockefeller Capital Management | 49k | $2.0M | 2% | Jun 2024 |
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Gladstone Institutional Advisory | 47k | $2.0M | -65% | Sep 2024 |
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Stratos Wealth Partners | 47k | $2.0M | 19% | Sep 2024 |
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Cambridge Investment Research Advisors | 43k | $1.8M | 754% | Sep 2024 |
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Jane Street | 39k | $1.6M | 100% | Sep 2024 |
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CapWealth Advisors | 37k | $1.5M | -5% | Sep 2024 |
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Private Advisor | 37k | $1.5M | -3% | Sep 2024 |
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Royal Bank of Canada | 34k | $1.4M | 49% | Sep 2024 |
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J.w. Cole Advisors | 34k | $1.4M | 9% | Sep 2024 |
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Mercer Global Advisors | 29k | $1.2M | -24% | Jun 2024 |
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Envestnet Asset Management | 29k | $1.2M | 12% | Sep 2024 |
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Captrust Financial Advisors | 28k | $1.2M | 5% | Sep 2024 |
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Silver Oak Securities | 28k | $1.2M | 209% | Sep 2024 |
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Kathleen S. Wright Associates | 24k | $978k | 4% | Sep 2024 |
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Lantz Financial | 21k | $859k | 11% | Sep 2024 |
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Susquehanna International | 19k | $801k | 100% | Sep 2024 |
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Beck Bode | 19k | $776k | -18% | Sep 2024 |
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Sanctuary Advisors | 18k | $816k | 100% | Sep 2024 |
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Melone Private Wealth | 15k | $643k | 0% | Sep 2024 |
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Focus Financial Network | 12k | $487k | -11% | Sep 2024 |
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Advisor Group Holdings | 10k | $427k | -33% | Sep 2024 |
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CI Private Wealth | 10k | $420k | 0% | Sep 2024 |
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Financial Advocates Investment Management | 8.9k | $372k | -8% | Sep 2024 |
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Atria Investments | 8.4k | $351k | 100% | Sep 2024 |
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Summit Investment Advisory Services | 8.0k | $333k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 7.5k | $303k | 0% | Jun 2024 |
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Diligent Investors | 7.0k | $291k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 7.0k | $290k | -57% | Sep 2024 |
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Wedbush Morgan Securities | 6.5k | $271k | 21% | Sep 2024 |
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Branch Banking & Trust Company | 5.1k | $209k | 100% | Jun 2024 |
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National Asset Management | 5.1k | $212k | -6% | Sep 2024 |
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IFP Advisors | 4.8k | $195k | -13% | Jun 2024 |
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Goss Wealth Management | 3.5k | $141k | -41% | Jun 2024 |
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Brian McDonald | 3.1k | $129k | -12% | Sep 2024 |
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Spire Wealth Management | 2.8k | $117k | -1% | Sep 2024 |
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Hanson McClain Advisors | 995.00 | $42k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 730.00 | $30k | -47% | Sep 2024 |
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Benjamin F. Edwards & Company | 640.00 | $26k | 0% | Jun 2024 |
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FTB Advisors | 580.00 | $24k | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 500.00 | $21k | 100% | Sep 2024 |
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Principal Securities | 309.00 | $13k | 0% | Sep 2024 |
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Kozak & Associates | 276.00 | $12k | 0% | Sep 2024 |
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Harbor Investment Advisory | 250.00 | $10k | 0% | Sep 2024 |
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Game Plan Financial Advisors | 163.00 | $6.8k | -16% | Sep 2024 |
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Blume Capital Management | 25.00 | $1.0k | 100% | Sep 2024 |
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Who sold out of Davis Fundamental Etf Tr select us eqty?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Fulcrum Equity Management | Jun 2024 | 32k | $1.3M |
Old Mission Capital | Mar 2024 | 20k | $790k |
Toroso Investments | Jun 2024 | 12k | $504k |
Orion Portfolio Solutions | Mar 2024 | 7.9k | $321k |
Legacy Capital Group California | Jun 2024 | 7.3k | $295k |