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Prestige Wealth Management Group’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History

Prestige Wealth Management Group’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
Q2 		– Sell
-11,612
Closed -$157K – 1030
2025
Q1 		$157K Hold
11,612
– – 0.03% 165
2024
Q4 		$157K Hold
11,612
– – 0.03% 167
2024
Q3 		$165K Hold
11,612
– – 0.03% 163
2024
Q2 		$152K Hold
11,612
– – 0.03% 151
2024
Q1 		$159K Hold
11,612
– – 0.03% 169
2023
Q4 		$143K Hold
11,612
– – 0.03% 158
2023
Q3 		$135K Hold
11,612
– – 0.03% 164
2023
Q2 		$137K Hold
11,612
– – 0.03% 180
2023
Q1 		$133K Hold
11,612
– – 0.03% 166
2022
Q4 		$133K Buy
+11,612
New +$146K 0.03% 163

Other funds holding DVAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $229M AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prestige Wealth Management Group's DVAL Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) in Q2 2025, closing a stake of 11,612 shares — an estimated $157K sold.

Prestige Wealth Management Group first reported a position in DVAL in Q4 2022 and held it in 10 quarters. The position peaked at $165K in Q3 2024. 12 funds tracked by Wall St. Rank hold DVAL as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining BrandywineGLOBAL Dynamic US Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 11,612 BrandywineGLOBAL Dynamic US Large Cap Value ETF shares in Q2 2025, an estimated $157K.
  • Prestige Wealth Management Group first reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF in Q4 2022 and held it in 10 quarters.
  • Prestige Wealth Management Group's BrandywineGLOBAL Dynamic US Large Cap Value ETF position peaked at $165K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held BrandywineGLOBAL Dynamic US Large Cap Value ETF as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.