BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
9 hedge funds and large institutions have $27.8M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
1% more capital invested
Capital invested by funds: $27.4M → $27.8M (+$314K)
0.5% more ownership
Funds ownership: 23.16% → 23.65% (+0.5%)
18% less funds holding
Funds holding: 11 → 9 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$555K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$252K |
| 3 |
LPL Financial
San Diego,
California
|
+$127K |
| 4 |
Franklin Resources
San Mateo,
California
|
+$123K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$23.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$295K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$108K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$86K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $21.5M | +$123K | +8,549 | +0.6% |
|
|
2
Raymond James Financial
St Petersburg,
Florida
| $3.1M | +$252K | +17,504 | +9% |
|
|
3
LPL Financial
San Diego,
California
| $2.28M | +$127K | +8,828 | +6% |
|
|
4
Citadel Advisors
Miami,
Florida
| $554K | +$555K | +38,500 | New |
|
|
WFAG
5
Worth Financial Advisory Group
Charlotte,
North Carolina
| $158K | – | – | – |
|
|
6
Jones Financial Companies
Des Peres,
Missouri
| $78.7K | +$23.2K | +1,607 | +42% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $25.8K | -$10.4K | -723 | -29% |
|
8
Bank of America
Charlotte,
North Carolina
| $8.63K | – | – | – |
|
9
Morgan Stanley
New York
| $15 | – | – | – |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$295K | -20,300 | Closed |
|
|
AWM
11
AE Wealth Management
Topeka,
Kansas
| – | -$108K | -7,429 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$86K | -5,915 | Closed |
|
DVAL Hedge Fund Activity: Q4 2025 in Review
9 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q4 2025, worth a combined $27.8M — up 1.1% from $27.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DVAL and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $555K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $295K sold.
- 9 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q4 2025, down from 11 in Q3 2025.
- Funds reported $27.8M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q4 2025, up 1.1% quarter-over-quarter.
- 1 fund opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q4 2025 and 3 closed out, a net change of -2 holders.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q4 2025 was Citadel Advisors, an estimated $555K added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q4 2025 was Susquehanna International Group, an estimated $295K sold.
Based on aggregated 13F filings for Q4 2025.