BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL)

• Market cap: $117M
• 1 day: 0.71%
• 5 days: 2.61%
• 1 month: 4.66%
• 3 months: -0.91%
• 6 months: 5.91%
• Year to date: 5.20%
• 1 year: 15.60%
• 5 years: 11.42%
• 10 years: 11.42%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

7% less funds holding

Funds holding: 15 [Q2] → 14 (-1) [Q3]

23.36% less ownership

Funds ownership: 47.15% [Q2] → 23.78% (-23.36%) [Q3]

61% less capital invested

Capital invested by funds: $73.1M [Q2] → $28.1M (-$44.9M) [Q3]

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7