SEC 13F Intelligence

DINTDAVIS FUNDAMENTAL ETF TR

CUSIP 23908L405 · Yahoo Finance ↗ · Google Finance ↗

Davis Fundamental Etf Tr (DINT) has 44 institutional holders in Filings Flow’s 13F database, together reporting 8.22M shares worth $221M as of Q1 2026. The largest reported holders are Davis Selected Advisers, Raymond James Financial Inc, and Integrity Wealth Advisors, Inc..

Institutional Holders
44
Q1 2026
Reported Value
$221M
Ticker
DINT
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 13Q2 ’19Q3 ’19: 12Q4 ’19: 18Q1 ’20: 21Q2 ’20: 18Q2 ’20Q3 ’20: 16Q4 ’20: 22Q1 ’21: 26Q2 ’21: 26Q2 ’21Q3 ’21: 29Q4 ’21: 33Q1 ’22: 31Q2 ’22: 29Q2 ’22Q3 ’22: 24Q4 ’22: 21Q1 ’23: 23Q2 ’23: 23Q2 ’23Q3 ’23: 27Q4 ’23: 30Q1 ’24: 26Q2 ’24: 26Q2 ’24Q3 ’24: 29Q4 ’24: 33Q1 ’25: 34Q2 ’25: 42Q2 ’25Q3 ’25: 42Q4 ’25: 43Q1 ’26: 44filingsflow.com
Total reported value
Q2 ’19: $25MQ2 ’19Q3 ’19: $27MQ4 ’19: $38MQ1 ’20: $32MQ2 ’20: $38MQ2 ’20Q3 ’20: $29MQ4 ’20: $54MQ1 ’21: $67MQ2 ’21: $76MQ2 ’21Q3 ’21: $50MQ4 ’21: $48MQ1 ’22: $43MQ2 ’22: $25MQ2 ’22Q3 ’22: $28MQ4 ’22: $27MQ1 ’23: $34MQ2 ’23: $34MQ2 ’23Q3 ’23: $32MQ4 ’23: $36MQ1 ’24: $42MQ2 ’24: $45MQ2 ’24Q3 ’24: $54MQ4 ’24: $76MQ1 ’25: $57MQ2 ’25: $217MQ2 ’25Q3 ’25: $236MQ4 ’25: $106MQ1 ’26: $221Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
DAVIS SELECTED ADVISERS$21.8B AUM0.48%$105M3.92MQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$19M695.0KQ1 2026
INTEGRITY WEALTH ADVISORS, INC.$168M AUM9.97%$17M621.2KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.01%$15M544.9KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$11M403.1KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$9M326.1KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.20%$9M325.7KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$7M254.2KQ1 2026
Lunt Capital Management, Inc.$260M AUM1.41%$4M136.4KQ1 2026
Atlas Wealth LLC$334M AUM0.88%$3M108.5KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M105.8KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M102.3KQ1 2026
UBS Group AG$666.3B AUM0.00%$3M101.3KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M98.5KQ1 2026
Sebold Capital Management, Inc.$162M AUM1.62%$3M101.9KQ2 2025OLDER
Live Oak Private Wealth LLC$717M AUM0.23%$2M61.5KQ1 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.13%$2M59.7KQ2 2025OLDER
Lakeside Advisors, INC.$150M AUM0.96%$1M53.3KQ1 2026
Sigma Planning Corp$3.6B AUM0.03%$1M42.5KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.02%$1M41.5KQ1 2026
Horizon Family Wealth, Inc.$189M AUM0.56%$1M39.3KQ1 2026
Kathleen S. Wright Associates Inc.$270M AUM0.30%$804,55228.8KQ3 2025OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.01%$733,68327.3KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$644,17324.9KQ2 2025OLDER
Birchwood Financial Partners, Inc.$104M AUM0.51%$529,87619.7KQ1 2026
Excelsior Advisor Network LLC$263M AUM0.19%$506,05618.8KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.02%$492,00017.6KQ3 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$478,00017.8KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$466,22217.3KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$427,94915.9KQ1 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$427,82915.3KQ3 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$411,09615.9KQ2 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$405,66015.1KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$402,81715.0KQ1 2026
Mariner, LLC$85.7B AUM0.00%$370,33613.8KQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$331,73911.6KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$307,08611.4KQ1 2026
Ascentis Independent Advisors$1.3B AUM0.02%$294,07310.9KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$287,57410.7KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$272,9169.6KQ4 2025OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.01%$259,3269.6KQ1 2026
Private Wealth Asset Management, LLC$935M AUM0.03%$242,2359.0KQ1 2026
Silicon Valley Capital Partners$1.0B AUM0.02%$226,4028.4KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$218,1318.1KQ1 2026
Atria Investments, Inc$8.9B AUM0.00%$201,8637.5KQ1 2026
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.06%$116,1494.3KQ1 2026
OPTIMA CAPITAL LLC$215M AUM0.03%$61,3042.2KQ4 2025OLDER
SITTNER & NELSON, LLC$274M AUM0.02%$53,8302.0KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$41,3151.5KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$27,5611.0KQ1 2026
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$26,9151.0KQ1 2026
Clarity Asset Management, Inc.$198M AUM0.01%$18,330681Q1 2026
COMERICA BANK$25.1B AUM0.00%$16,673585Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$15,745585Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$12,866462Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$8,230294Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$6,928255Q1 2026
CWM, LLC$38.1B AUM0.00%$4,000138Q3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$572Q4 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.