DFNL · Insider trading · 13F holders · Congress trades
Davis Fundamental ETF Tr (DFNL)
Who is buying and selling DFNL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFNL at a glance
- No open-market insider purchases or sales of DFNL were filed in the last 90 days.
- 6 13F filers hold DFNL among their 50 largest positions, worth $133.5M combined, including Christopher Davis. The biggest bets by portfolio weight are Willow Financial LLC (5.3%), Beacon Harbor Wealth Advisors, Inc. (2.9%) and Next Level Private LLC (0.8%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in DFNL.
DFNL insider trading
No open-market insider purchases or sales of DFNL were filed in the last 90 days.
Who owns DFNL? Hedge funds and superinvestors
6 13F filers hold DFNL among their 50 largest positions, worth $133.5M combined, including Christopher Davis. The biggest bets by portfolio weight are Willow Financial LLC (5.3%), Beacon Harbor Wealth Advisors, Inc. (2.9%) and Next Level Private LLC (0.8%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Superinvestors holding DFNL: Christopher Davis 0.5%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Christopher DavisSuperinvestor · Mutual fund manager | 0.5% | $105.2M | 2,130,666 | +0.0% shares | Q2 2026 |
| Beacon Harbor Wealth Advisors, Inc.Wealth manager | 2.9% | $15.0M | 292,783 | — | Q2 2026 |
| Willow Financial LLCWealth manager | 5.3% | $5.3M | 117,411 | New | Q1 2026 |
| Next Level Private LLCWealth manager | 0.8% | $3.9M | 80,971 | +0.0% shares | Q3 2026 |
| Arkansas Financial Group, Inc.Wealth manager | 0.5% | $3.6M | 74,214 | +6.3% shares | Q3 2026 |
| Melone Private Wealth, LLCWealth manager | 0.2% | $540K | 11,225 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 2, Q1 2026: 1). Screen DFNL in the grand portfolio →
DFNL stock trades by members of Congress
No member of Congress has disclosed a trade in DFNL.
DFNL questions and answers
Are insiders buying DFNL stock?
No open-market insider purchases or sales of DFNL were filed in the last 90 days.
Which hedge funds own DFNL?
6 13F filers hold DFNL among their 50 largest positions, worth $133.5M combined, including Christopher Davis. The biggest bets by portfolio weight are Willow Financial LLC (5.3%), Beacon Harbor Wealth Advisors, Inc. (2.9%) and Next Level Private LLC (0.8%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Has Congress traded DFNL?
No member of Congress has disclosed a trade in DFNL.
Who is the largest holder of DFNL?
Among 13F filers, Christopher Davis reports the largest DFNL position, $105.2M (2,130,666 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Willow Financial LLC's: 5.3% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.