DAVIS FUNDAMENTAL ETF TR (DWLD) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DWLD?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for DAVIS FUNDAMENTAL ETF TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DWLD?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for DAVIS FUNDAMENTAL ETF TR.

Is institutional money flowing into DWLD?

30 institutional investors hold DAVIS FUNDAMENTAL ETF TR (DWLD). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DWLD?

Track institutional sentiment and conviction scores for DAVIS FUNDAMENTAL ETF TR (DWLD) including Smart Money Verdict and position changes on HoldingsIntel.

DAVIS FUNDAMENTAL ETF TR

DWLD·23908L306·US·etf·Unknown - Unknown

SELECT WRLD WI

DWLD (DAVIS FUNDAMENTAL ETF TR) is held by 30 institutional investors as of Q4 2025. Largest holders: DAVIS SELECTED ADVISERS ($89.4M), MORGAN STANLEY ($78.4M), Cetera Investment Advisers ($34M). Net institutional sentiment: Mixed.

Holders

Avg rating(6 Elite)

$311.9M

Total Value

59% (31)

Fund Consensus

15 buying - 12 selling

Smart Money Verdict- Q4 2025View all

57Mixed MomentumSingle Source

Held by 30 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DAVIS SELECTED ADVISERS	Increased	1.9M(+0.1%)	$89.4M	0.4%	+97.02%	36
MORGAN STANLEY	Increased	1.7M(+7.1%)	$78.4M	0.0%	+34.28%	32
Cetera Investment Advisers	Increased	728,797(+6.5%)	$34M	0.0%	+10.28%	31
LPL Financial LLC	Increased	388,586(+64.0%)	$18.1M	0.0%	+20.19%	41
STIFEL FINANCIAL CORP	Increased	336,128(+3.3%)	$15.7M	0.0%	+41.13%	29
ROYAL BANK OF CANADA	Increased	320,639(+2.6%)	$15M	0.0%	+24.98%	29
RAYMOND JAMES FINANCIAL INC	Increased	221,831(+6.7%)	$10.3M	0.0%	+18.98%	30
Baird Financial Group, Inc.	Increased	173,774(+4.2%)	$8.1M	0.0%	+20.43%	29
UBS Group AG	Decreased	166,169(-0.6%)	$7.8M	0.0%	+85.19%	0
BANK OF AMERICA CORP /DE/	Decreased	107,383(-1.0%)	$5M	0.0%	+23.61%	0
DAVENPORT & Co LLC	Increased	95,922(+6.7%)	$4.5M	0.0%	+25.25%	29
Rockefeller Capital Management L.P.	Increased	90,708(+65.0%)	$4.2M	0.0%	+27.52%	39
Kestra Advisory Services, LLC	Increased	78,284(+16.1%)	$3.7M	0.0%	-0.21%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	77,079(-6.2%)	$3.6M	0.0%	+28.38%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	49,547(-12.8%)	$2.3M	0.0%	+36.30%	0
BENJAMIN EDWARDS INC	Increased	41,470(+4.6%)	$1.9M	0.0%	+19.88%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	40,772(+0.3%)	$1.9M	0.0%	+79.10%	26
D.A. DAVIDSON & CO.	Decreased	32,304(-1.2%)	$1.5M	0.0%	+96.27%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	30,600(-3.6%)	$1.4M	0.0%	+55.25%	0
Private Advisor Group, LLC	Increased	18,975(+4.8%)	$885,010	0.0%	+46.86%	26
JANE STREET GROUP, LLC	Decreased	15,180(-3.0%)	$707,995	0.0%	+13.07%	0
OSAIC HOLDINGS, INC.	Increased	14,945(+10.7%)	$697,194	0.0%	+32.73%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	14,550	$678,612	0.0%	-4.37%	34
TRUIST FINANCIAL CORP	Decreased	13,267(-2.8%)	$618,773	0.0%	+91.91%	0
AQR CAPITAL MANAGEMENT LLC	Unchanged	7,400	$345,136	0.0%	+0.49%	0
NewEdge Advisors, LLC	Unchanged	7,200	$335,808	0.0%	+0.49%	0
Integrated Wealth Concepts LLC	Decreased	6,697(-3.7%)	$312,356	0.0%	+21.81%	0
Mariner, LLC	Increased	6,599(+0.1%)	$307,784	0.0%	+9.59%	23
HighTower Advisors, LLC	Decreased	5,010(-45.9%)	$233,653	0.0%	+5.57%	0
WELLS FARGO & COMPANY/MN	Decreased	2(-99.9%)	$86	0.0%	+0.50%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$765,653	0.0%	+5.09%	0

DAVIS FUNDAMENTAL ETF TR

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