BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
11 hedge funds and large institutions have $27.4M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
1% more capital invested
Capital invested by funds: $27.1M → $27.4M (+$380K)
0.29% less ownership
Funds ownership: 23.45% → 23.16% (-0.29%)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$314K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$110K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$107K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$100K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$3.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 2 |
LPL Financial
San Diego,
California
|
-$214K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$162K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$54.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$30.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $21.6M | +$314K | +21,829 | +1% |
|
|
2
Raymond James Financial
St Petersburg,
Florida
| $2.88M | +$100K | +6,976 | +4% |
|
|
3
LPL Financial
San Diego,
California
| $2.18M | -$214K | -14,908 | -9% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $295K | +$110K | +7,654 | +61% |
|
|
WFAG
5
Worth Financial Advisory Group
Charlotte,
North Carolina
| $160K | – | – | – |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $108K | +$107K | +7,429 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $86K | -$54.3K | -3,779 | -39% |
|
|
8
Jones Financial Companies
Des Peres,
Missouri
| $56.1K | +$3.24K | +225 | +6% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $36.5K | – | – | – |
|
|
10
Bank of America
Charlotte,
North Carolina
| $8.72K | -$30.1K | -2,094 | -78% |
|
11
Morgan Stanley
New York
| $19 | – | – | – |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$510K | -36,056 | Closed |
|
|
13
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$162K | -11,174 | Closed |
|
DVAL Hedge Fund Activity: Q3 2025 in Review
11 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q3 2025, worth a combined $27.4M — up 1.4% from $27.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DVAL and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.
The largest buyer was Franklin Resources, adding an estimated $314K. The largest seller was Citadel Advisors, exiting entirely with an estimated $510K sold.
- 11 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q3 2025, down from 12 in Q2 2025.
- Funds reported $27.4M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q3 2025, up 1.4% quarter-over-quarter.
- 1 fund opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q3 2025 and 2 closed out, a net change of -1 holder.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q3 2025 was Franklin Resources, an estimated $314K added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q3 2025 was Citadel Advisors, an estimated $510K sold.
Based on aggregated 13F filings for Q3 2025.