BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
Market cap $111M

13.65 USD

+0.35

2.63%

At close May 12, 4:00 PM EDT

1 day

2.63%

5 days

3.57%

1 month

6.14%

3 months

-1.16%

6 months

-6.89%

Year to date

1.49%

1 year

3.17%

5 years

7.48%

10 years

7.48%

Funds holding %

of 7,425 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0% more funds holding

Funds holding: 14 [Q3] → 14 (+0) [Q4]

0.25% less ownership

Funds ownership: 23.78% [Q3] → 23.54% (-0.25%) [Q4]

7% less capital invested

Capital invested by funds: $28.1M [Q3] → $26.2M (-$1.9M) [Q4]

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

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Research analyst outlook

We haven’t received any recent analyst ratings for DVAL.

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Financial journalist opinion

Positive

Seeking Alpha

3 months ago

DVAL: Quality Isn't Enough To Be The Best Value ETF

DVAL is an actively managed large-cap value ETF with a 0.49% expense ratio and an excellent long-term track record outperforming the Russell 1000 Value Index. The fund's management team is experienced and has managed DVAL and its predecessor private fund since 2007. They strive to select high-quality stocks with attractive valuations and positive sentiment features. However, my fundamental analysis reveals weaknesses in sentiment and some red flags on growth and momentum. In particular, DVAL no longer offers a competitive sales and earnings growth rate.

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BrandywineGLOBAL Dynamic US Large Cap Value ETFDVAL Market cap $111M