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Brandywine GLOBAL Dynamic US Large Cap Value ETF (DVAL) Institutional Ownership

Brandywine GLOBAL Dynamic US Large Cap Value ETF logo
$15.33 0.00 (0.00%)
As of 05/22/2026 03:51 PM Eastern

Institutional Ownership Changes (13F Filings) for Brandywine GLOBAL Dynamic US Large Cap Value ETF (NASDAQ:DVAL)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.44M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$611.75K
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DVAL Institutional Buying and Selling by Quarter

Brandywine GLOBAL Dynamic US Large Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC2,277$34K0.0%N/A0.044%
5/18/2026 EverSource Wealth Advisors LLC3,692$54K0.0%N/A0.071%
2/11/2026 LPL Financial LLC158,727$2.28M0.0%+5.9%1.997%
2/11/2026 Franklin Resources Inc.1,496,938$21.54M0.0%+0.6%18.829%
11/17/2025 Susquehanna International Group LLP20,300$295K0.0%+60.5%0.248%
11/14/2025 Raymond James Financial Inc.197,920$2.88M0.0%+3.7%2.414%
11/13/2025 Franklin Resources Inc.1,488,389$21.63M0.0%+1.5%18.151%
11/3/2025 AE Wealth Management LLC7,429$108K0.0%N/A0.091%
8/15/2025 Bank of America Corp DE2,694$38K0.0%-59.1%0.033%
8/14/2025 Raymond James Financial Inc.190,944$2.70M0.0%+20.9%2.357%
8/12/2025 Franklin Resources Inc.1,466,560$20.76M0.0%-2.6%18.106%
5/16/2025Jones Financial Companies Lllp93,422$1.26M0.0%+2,252.0%1.146%
5/7/2025LPL Financial LLC163,402$2.21M0.0%-5.0%2.005%


DVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of Brandywine GLOBAL Dynamic US Large Cap Value ETF. The most heavily invested institutionals were Franklin Resources Inc. ($21.54M), Raymond James Financial Inc. ($2.88M), LPL Financial LLC ($2.28M), Jones Financial Companies Lllp ($1.26M), Susquehanna International Group LLP ($295K), AE Wealth Management LLC ($108K), and EverSource Wealth Advisors LLC ($54K).Learn more on Brandywine GLOBAL Dynamic US Large Cap Value ETF's institutional investors.

The following institutional investors have purchased Brandywine GLOBAL Dynamic US Large Cap Value ETF's stock in the last 24 months: Jones Financial Companies Lllp ($89.45K), Raymond James Financial Inc. ($39.92K), Franklin Resources Inc. ($30.38K), LPL Financial LLC ($8.83K), Susquehanna International Group LLP ($7.65K), AE Wealth Management LLC ($7.43K), and EverSource Wealth Advisors LLC ($3.69K).

Institutional investors have bought a total of 100,179 shares in the last 24 months. This purchase volume represents approximately $1.44M in transactions.

The following institutional investors have sold Brandywine GLOBAL Dynamic US Large Cap Value ETF stock in the last 24 months: Franklin Resources Inc. ($39.34K), and Bank of America Corp DE ($3.89K).

Institutional investors have sold a total of 43,233 shares in the last 24 months. This volume of shares sold represents approximately $611.75K in transactions.



This page (NASDAQ:DVAL) was last updated on 5/25/2026 by MarketBeat.com Staff.
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