Who owns Davis Fundamental Etf Tr select wrld wi?
- Ticker: DWLD
- CUSIP Number: 23908l306
Tip: Access positions for across all investors
Analyze quarterly positions in Davis Fundamental Etf Tr select wrld wi with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Davis Fundamental Etf Tr select wrld wi stock
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 |
|---|---|---|---|---|---|
| Davis Selected Advisers | 1.9M | $62M | -2% | Mar 2024 |
|
| Morgan Stanley | 1.5M | $49M | 8% | Mar 2024 |
|
| Royal Bank of Canada | 491k | $16M | 0% | Mar 2024 |
|
| Stifel Financial | 242k | $7.9M | 8% | Mar 2024 |
|
| UBS Group | 150k | $4.9M | 0% | Mar 2024 |
|
| LPL Financial | 105k | $3.4M | -10% | Mar 2024 |
|
| Commonwealth Equity Services | 96k | $3.1M | 6% | Mar 2024 |
|
| Bank of America Corporation | 82k | $2.7M | 19% | Mar 2024 |
|
| Rockefeller Capital Management | 59k | $1.8M | -3% | Dec 2023 |
|
| Northwestern Mutual Wealth Management Company | 59k | $1.9M | -3% | Mar 2024 |
|
| Envestnet Asset Management | 57k | $1.9M | -8% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 56k | $1.8M | -1% | Mar 2024 |
|
| Raymond James & Associates | 52k | $1.7M | 214% | Mar 2024 |
|
| Captrust Financial Advisors | 47k | $1.5M | -19% | Mar 2024 |
|
| Davenport & Co | 45k | $1.5M | 5% | Mar 2024 |
|
| D.A. Davidson & Co. | 39k | $1.3M | -6% | Mar 2024 |
|
| Lunt Capital Management | 38k | $1.2M | -37% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 32k | $1.0M | 5% | Mar 2024 |
|
| Cetera Investment Advisers | 29k | $930k | 100% | Mar 2024 |
|
| Stratos Wealth Partners | 28k | $895k | -11% | Mar 2024 |
|
| Citadel Advisors | 23k | $735k | 100% | Mar 2024 |
|
| Branch Banking & Trust Company | 18k | $599k | 0% | Mar 2024 |
|
| Private Advisor | 16k | $533k | -1% | Mar 2024 |
|
| Creative Financial Designs | 16k | $530k | 7% | Mar 2024 |
|
| Susquehanna International | 14k | $438k | 100% | Mar 2024 |
|
| Advisor Group Holdings | 9.5k | $310k | 0% | Mar 2024 |
|
| Diligent Investors | 9.4k | $306k | -1% | Mar 2024 |
|
| Creative Planning | 9.1k | $294k | 7% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 8.1k | $264k | 1% | Mar 2024 |
|
| Orion Portfolio Solutions | 7.8k | $252k | 0% | Mar 2024 |
|
| Confluence Wealth Services | 7.6k | $247k | 100% | Mar 2024 |
|
| Wealth Advisory Solutions | 7.2k | $233k | 100% | Mar 2024 |
|
| Geneos Wealth Management | 4.0k | $130k | 0% | Mar 2024 |
|
| Brian McDonald | 2.1k | $69k | -5% | Mar 2024 |
|
| AdvisorNet Financial | 1.8k | $58k | 39% | Mar 2024 |
|
| Wells Fargo & Company | 1.8k | $58k | 2375% | Mar 2024 |
|
| CWM | 1.3k | $43k | -3% | Mar 2024 |
|
| Private Trust Co Na | 600.00 | $20k | 0% | Mar 2024 |
|
| Sittner & Nelson | 421.00 | $14k | 0% | Mar 2024 |
|
Who sold out of Davis Fundamental Etf Tr select wrld wi?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Network Investment Corporation | Sep 2023 | 26k | $709k |
| Scissortail Wealth Management | Dec 2023 | 18k | $538k |
| Silver Oak Securities | Dec 2023 | 16k | $459k |
| Jane Street | Dec 2023 | 13k | $372k |
| Bank of New York Mellon | Dec 2023 | 12k | $367k |
| Advisor Resource Council | Dec 2023 | 7.5k | $221k |