Summit Investment Advisory Services’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History

Summit Investment Advisory Services’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
2024 Q1	–	Sell	-14,375	Closed	-$177K	–	69
2023 Q4	$177K	Buy	+14,375	New	+$169K	0.11%	62

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

PWMG

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

WFAG

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

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

Summit Investment Advisory Services's DVAL Position: Q1 2024 in Review

Summit Investment Advisory Services sold out of BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) in Q1 2024, closing a stake of 14,375 shares — an estimated $177K sold.

Summit Investment Advisory Services first reported a position in DVAL in Q4 2023 and held it in 1 quarter. The position peaked at $177K in Q4 2023. 14 funds tracked by Wall St. Rank hold DVAL as of Q1 2024.

Summit Investment Advisory Services reported no remaining BrandywineGLOBAL Dynamic US Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Summit Investment Advisory Services sold 14,375 BrandywineGLOBAL Dynamic US Large Cap Value ETF shares in Q1 2024, an estimated $177K.
Summit Investment Advisory Services first reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF in Q4 2023 and held it in 1 quarter.
Summit Investment Advisory Services's BrandywineGLOBAL Dynamic US Large Cap Value ETF position peaked at $177K in Q4 2023.
14 funds tracked by Wall St. Rank held BrandywineGLOBAL Dynamic US Large Cap Value ETF as of Q1 2024.

Based on Summit Investment Advisory Services's 13F filing for Q1 2024, filed 18 Apr 2024.