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Independent Advisor Alliance’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History

Independent Advisor Alliance’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
-12,330
Closed -$166K – 925
2024
Q4 		$166K Buy
+12,330
New +$177K ﹤0.01% 1303

Other funds holding DVAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Independent Advisor Alliance's DVAL Position: Q1 2025 in Review

Independent Advisor Alliance sold out of BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) in Q1 2025, closing a stake of 12,330 shares — an estimated $166K sold.

Independent Advisor Alliance first reported a position in DVAL in Q4 2024 and held it in 1 quarter. The position peaked at $166K in Q4 2024. 14 funds tracked by Wall St. Rank hold DVAL as of Q1 2025.

  • Independent Advisor Alliance reported no remaining BrandywineGLOBAL Dynamic US Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,330 BrandywineGLOBAL Dynamic US Large Cap Value ETF shares in Q1 2025, an estimated $166K.
  • Independent Advisor Alliance first reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's BrandywineGLOBAL Dynamic US Large Cap Value ETF position peaked at $166K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held BrandywineGLOBAL Dynamic US Large Cap Value ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.