Wealth Enhancement Advisory Services’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History

Wealth Enhancement 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
2025 Q3	–	Sell	-11,174	Closed	-$162K	–	3623
2025 Q2	$162K	Hold	11,174	–	–	﹤0.01%	3044
2025 Q1	$151K	Hold	11,174	–	–	﹤0.01%	2683
2024 Q4	$151K	Hold	11,174	–	–	﹤0.01%	2740
2024 Q3	$159K	Hold	11,174	–	–	﹤0.01%	2485
2024 Q2	$146K	Hold	11,174	–	–	﹤0.01%	2351
2024 Q1	$153K	Hold	11,174	–	–	﹤0.01%	2247
2023 Q4	$137K	Hold	11,174	–	–	﹤0.01%	2142
2023 Q3	$130K	Buy	+11,174	New	+$133K	﹤0.01%	2068

Other funds holding DVAL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's DVAL Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) in Q3 2025, closing a stake of 11,174 shares — an estimated $162K sold.

Wealth Enhancement Advisory Services first reported a position in DVAL in Q3 2023 and held it in 8 quarters. The position peaked at $162K in Q2 2025. 11 funds tracked by Wall St. Rank hold DVAL as of Q3 2025.

Wealth Enhancement Advisory Services reported no remaining BrandywineGLOBAL Dynamic US Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 11,174 BrandywineGLOBAL Dynamic US Large Cap Value ETF shares in Q3 2025, an estimated $162K.
Wealth Enhancement Advisory Services first reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF in Q3 2023 and held it in 8 quarters.
Wealth Enhancement Advisory Services's BrandywineGLOBAL Dynamic US Large Cap Value ETF position peaked at $162K in Q2 2025.
11 funds tracked by Wall St. Rank held BrandywineGLOBAL Dynamic US Large Cap Value ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.