Worth Financial Advisory Group’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$160K Hold
2025
Q2
$156K Hold
2025
Q1
$149K Hold
2024
Q4
$149K Hold
2024
Q3
$156K Sell
2024
Q2
$207K Buy
2024
Q1
$157K Hold
2023
Q4
$141K Hold
2023
Q3
$133K Buy