BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
10 hedge funds and large institutions have $18.4M invested in BrandywineGLOBAL Dynamic US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
2.13% less ownership
Funds ownership: 23.65% → 21.52% (-2.1%)
34% less capital invested
Capital invested by funds: $27.8M → $18.4M (-$9.34M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$2.55M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$237K |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$55.1K |
| 4 |
LPL Financial
San Diego,
California
|
+$48K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$313 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$12.3M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$400K |
| 3 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
-$158K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$97.6K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$13.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $9.87M | -$12.3M | -827,706 | -55% |
|
|
2
Raymond James Financial
St Petersburg,
Florida
| $2.78M | -$400K | -26,787 | -12% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $2.52M | +$2.55M | +171,062 | New |
|
|
4
LPL Financial
San Diego,
California
| $2.39M | +$48K | +3,216 | +2% |
|
|
5
Citadel Advisors
Miami,
Florida
| $471K | -$97.6K | -6,540 | -17% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $235K | +$237K | +15,910 | New |
|
|
7
Jones Financial Companies
Des Peres,
Missouri
| $66.1K | -$13.7K | -921 | -17% |
|
|
EWA
8
EverSource Wealth Advisors
Birmingham,
Alabama
| $54.5K | +$55.1K | +3,692 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $26.5K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $310 | +$313 | +21 | New |
|
|
WFAG
11
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$158K | -11,000 | Closed |
|
12
Bank of America
Charlotte,
North Carolina
| – | -$8.63K | -600 | Closed |
|
13
Morgan Stanley
New York
| – | -$15 | -1 | Closed |
|
DVAL Hedge Fund Activity: Q1 2026 in Review
10 of the 8,141 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) for Q1 2026, worth a combined $18.4M — down 34% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DVAL positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.55M. The largest seller was Franklin Resources, cutting an estimated $12.3M.
- 10 institutional investors held BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) as of Q1 2026, up from 9 in Q4 2025.
- Funds reported $18.4M of BrandywineGLOBAL Dynamic US Large Cap Value ETF stock for Q1 2026, down 34% quarter-over-quarter.
- 4 funds opened new BrandywineGLOBAL Dynamic US Large Cap Value ETF positions in Q1 2026 and 3 closed out, a net change of +1 holder.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF buyer in Q1 2026 was Flow Traders U.S., an estimated $2.55M added.
- The largest BrandywineGLOBAL Dynamic US Large Cap Value ETF seller in Q1 2026 was Franklin Resources, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2026.