Coppell Advisory Solutions’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History

Coppell Advisory Solutions’s Portfolio DVAL Stock Details DVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,615	Closed	-$35.2K	–	744
2024 Q4	$35.2K	Hold	2,615	–	–	﹤0.01%	698
2024 Q3	$37.1K	Hold	2,615	–	–	0.01%	650
2024 Q2	$34.2K	Buy	+2,615	New	+$34.4K	0.01%	593

Other funds holding DVAL

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Coppell Advisory Solutions's DVAL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) in Q1 2025, closing a stake of 2,615 shares — an estimated $35.2K sold.

Coppell Advisory Solutions first reported a position in DVAL in Q2 2024 and held it in 3 quarters. The position peaked at $37.1K in Q3 2024. 14 funds tracked by Wall St. Rank hold DVAL as of Q1 2025.

Coppell Advisory Solutions reported no remaining BrandywineGLOBAL Dynamic US Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 2,615 BrandywineGLOBAL Dynamic US Large Cap Value ETF shares in Q1 2025, an estimated $35.2K.
Coppell Advisory Solutions first reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF in Q2 2024 and held it in 3 quarters.
Coppell Advisory Solutions's BrandywineGLOBAL Dynamic US Large Cap Value ETF position peaked at $37.1K in Q3 2024.
14 funds tracked by Wall St. Rank held BrandywineGLOBAL Dynamic US Large Cap Value ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.