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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
| $10.2M | +$11.8M | +952,674 | +2,047% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $9.52M | +$11.1M | +900,058 | +2,919% |
|
| 3 |
ACM
3
Anfield Capital Management
Irvine,
California
| $467K | – | – | – |
|
| 4 |
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $187K | -$10.4K | -841 | -4% |
|
| 5 |
WWM
5
Western Wealth Management
Golden,
Colorado
| – | -$298K | -23,607 | Closed |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| – | -$63 | -5 | Closed |
|