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FDVL

Foundations Dynamic Value ETF

Delisted

FDVL was delisted on the 13th of June, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$588K +$218K +17,915 +63%
ACM
2
Anfield Capital Management
California
$576K
GM
3
GeoWealth Management
Illinois
$390K +$375K +30,830 New
WWM
4
Western Wealth Management
Colorado
$298K +$287K +23,607 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$242K +$233K +19,134 New
UBS Group
6
UBS Group
Switzerland
$63 +$61 +5 New
Citadel Advisors
7
Citadel Advisors
Florida
-$143K -12,217 Closed
Goldman Sachs
8
Goldman Sachs
New York
-$122K -10,431 Closed