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FDVL
Foundations Dynamic Value ETF
FDVL
FDVL
Delisted
FDVL was delisted on the 13th of June, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$14.2M | -1,383,984 | Closed |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| – | -$8.76M | -855,238 | Closed |
|
| 3 |
ACM
3
Anfield Capital Management
Irvine,
California
| – | -$467K | -45,606 | Closed |
|
| 4 |
4
UBS Group
Zurich,
Switzerland
| – | -$19.3K | -1,886 | Closed |
|