EverSource Wealth Advisors’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History

EverSource Wealth Advisors’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
2026 Q2	$54.8K	Sell	3,494 -198	-5%	-$3.02K	﹤0.01%	1724
2026 Q1	$54.5K	Buy	+3,692	New	+$55.1K	﹤0.01%	1818

Other funds holding DVAL

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

EverSource Wealth Advisors's DVAL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) stake by 5.4% in Q2 2026, selling an estimated $3.02K and leaving 3,494 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

EverSource Wealth Advisors first reported a position in DVAL in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold DVAL as of Q2 2026.

EverSource Wealth Advisors held 3,494 shares of BrandywineGLOBAL Dynamic US Large Cap Value ETF worth $54.8K as of Q2 2026.
EverSource Wealth Advisors sold 198 BrandywineGLOBAL Dynamic US Large Cap Value ETF shares in Q2 2026, an estimated $3.02K.
BrandywineGLOBAL Dynamic US Large Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1724 holding.
EverSource Wealth Advisors first reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held BrandywineGLOBAL Dynamic US Large Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.