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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 | +$4.02M | +384,781 | +39% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $8.76M | -$791K | -75,650 | -8% |
|
| 3 |
ACM
3
Anfield Capital Management
Irvine,
California
| $467K | – | – | – |
|
| 4 |
4
UBS Group
Zurich,
Switzerland
| $19.3K | +$19.7K | +1,886 | New |
|
| 5 |
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$187K | -18,293 | Closed |
|