Who owns Davis Fundamental Etf Tr select finl?
- Ticker: DFNL
- CUSIP Number: 23908l108
Tip: Access positions for across all investors
Analyze quarterly positions in Davis Fundamental Etf Tr select finl with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Davis Fundamental Etf Tr select finl stock
Who bought or sold Davis Fundamental Etf Tr select finl this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Davis Selected Advisers | 2.1M | $71M | 0% | Mar 2024 |
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| Morgan Stanley | 754k | $25M | -1% | Mar 2024 |
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| LPL Financial | 203k | $6.8M | -8% | Mar 2024 |
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| Next Level Private | 82k | $2.7M | 1% | Mar 2024 |
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| D.A. Davidson & Co. | 79k | $2.6M | -3% | Mar 2024 |
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| UBS Group | 74k | $2.5M | -25% | Mar 2024 |
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| Bank of America Corporation | 71k | $2.4M | -63% | Mar 2024 |
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| HighTower Advisors | 66k | $2.2M | 8% | Mar 2024 |
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| Jane Street | 63k | $2.1M | 134% | Mar 2024 |
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| Commonwealth Equity Services | 61k | $2.0M | -7% | Mar 2024 |
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| Royal Bank of Canada | 56k | $1.8M | -5% | Mar 2024 |
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| Stratos Wealth Partners | 49k | $1.6M | -5% | Mar 2024 |
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| Advisor Group Holdings | 27k | $897k | -20% | Mar 2024 |
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| Citadel Advisors | 25k | $841k | 100% | Mar 2024 |
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| Prospera Financial Services | 23k | $681k | 24% | Dec 2023 |
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| Mercer Global Advisors | 22k | $717k | -20% | Mar 2024 |
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| Bank Of Montreal | 21k | $699k | 100% | Mar 2024 |
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| Atlas Wealth | 21k | $683k | -28% | Mar 2024 |
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| Sittner & Nelson | 20k | $674k | -6% | Mar 2024 |
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| Envestnet Asset Management | 20k | $667k | 100% | Mar 2024 |
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| Arkansas Financial | 15k | $483k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 14k | $455k | -16% | Mar 2024 |
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| Stifel Financial | 12k | $404k | -15% | Mar 2024 |
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| Captrust Financial Advisors | 12k | $403k | 9% | Mar 2024 |
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| Raymond James & Associates | 11k | $361k | 7% | Mar 2024 |
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| Janney Montgomery Scott | 11k | $360k | -6% | Mar 2024 |
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| Diligent Investors | 10k | $343k | -4% | Mar 2024 |
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| Rockefeller Capital Management | 10k | $310k | 100% | Dec 2023 |
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| Davenport & Co | 10k | $335k | 3% | Mar 2024 |
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| Geneos Wealth Management | 9.5k | $316k | -5% | Mar 2024 |
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| Flagship Harbor Advisors | 7.2k | $239k | 0% | Mar 2024 |
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| Kathleen S. Wright Associates | 3.1k | $104k | 0% | Mar 2024 |
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| Key FInancial | 2.7k | $90k | 0% | Mar 2024 |
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| CWM | 1.7k | $56k | 100% | Mar 2024 |
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| Brian McDonald | 1.2k | $41k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.0k | $34k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 723.00 | $24k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 715.00 | $24k | 100% | Mar 2024 |
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| Wetzel Investment Advisors | 470.00 | $15k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 400.00 | $13k | 0% | Mar 2024 |
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| Wells Fargo & Company | 301.00 | $10k | 0% | Mar 2024 |
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| Pnc Financial Services | 267.00 | $8.9k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 31.00 | $1.0k | 0% | Mar 2024 |
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Who sold out of Davis Fundamental Etf Tr select finl?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Beacon Harbor Wealth Advisors | Dec 2023 | 319k | $9.6M |
| Bank of New York Mellon | Dec 2023 | 25k | $742k |