DVAL

Franklin Templeton$16.51+0.17 (+1.02%)
AUM $69.5MER 0.49%NAV $16.35Holdings 100

Price Chart

Key Statistics

Previous Close

$16.34

Day Range

$16.51$16.51

52-Week Range

$14.05$16.74

Avg Volume

4.0K

Dividend Yield

1.93%

Expense Ratio

0.49%

AUM

$69.5M

Shares Outstanding

4.4M

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services30.10%
Technology12.90%
Industrials11.99%
Healthcare11.70%
Consumer Cyclical10.11%
Communication Services8.95%
Energy5.72%
Consumer Defensive4.37%
Basic Materials2.92%
Utilities0.71%
Cash & Others0.51%

Country Allocation

CountryWeight %
United States96.25%
Bermuda2.17%
Brazil0.59%
Ireland0.53%
Other0.45%

Fund Information

Inception Date
Dec 27, 2006
Exchange
NASDAQ
Description
The Fund seeks long-term capital appreciation by quantitatively investing in large-cap U.S. equities.

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VTVVanguard Morningstar Value ETF$256.50B
IEFAiShares Core MSCI EAFE ETF$193.07B
IJRiShares Core S&P Small-Cap ETF$107.03B
VYMVanguard High Dividend Yield ETF$99.20B

The BrandywineGLOBAL-Dynamic US Large Cap Value ETF (DVAL) is an exchange-traded fund issued by Franklin Templeton that launched on Dec 27, 2006. It currently manages $69.5M in assets under management. The fund charges an expense ratio of 0.49%. The fund holds 100 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 33.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1BACBANK OF AMERICA CORP4.31%47,878$3.0M
2WFCWELLS FARGO & CO3.99%30,974$2.8M
3CSCOCISCO SYSTEMS INC3.95%25,591$2.7M
4UPSUNITED PARCEL SERVICE-CL3.53%24,558$2.5M
5GEGENERAL ELECTRIC3.46%7,422$2.4M
6VZVERIZON COMMUNICATIONS IN3.08%42,788$2.1M
7CITHE CIGNA GROUP3.04%7,532$2.1M
8AMZNAMAZON.COM INC2.89%7,978$2.0M
9AAPLAPPLE INC2.88%6,121$2.0M
10CMCSACOMCAST CORP-CLASS A2.80%77,242$1.9M
11BMYBRISTOL-MYERS SQUIBB CO2.65%28,901$1.8M
12ANTMELEVANCE HEALTH INC2.49%4,155$1.7M
13TAT&T INC2.43%66,166$1.7M
14MSFTMICROSOFT CORP2.18%3,076$1.5M
15NEMNEWMONT CORP2.06%11,378$1.4M
Page 1 of 2

Detailed Returns

PeriodReturnETF
1D
+1.02%
1W
-1.22%
1M
-1.34%
3M
+4.97%
6M
+11.73%
YTD
+13.79%
1Y
+13.86%
3Y
+38.98%
5Y
+29.59%

Moving Averages

20-Day MA

$16.60

Below 20-Day MA
50-Day MA

$16.35

Above 50-Day MA
200-Day MA

$15.33

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$16.74

Current Price

$16.51

52-Week Low

$14.05

$14.05$16.74

Current Yield

1.93%

Annual Dividend

$1.1929

Frequency

1x/year

Last Ex-Date

Dec 19, 2025

Dividend History

Ex-DateAmountPay Date
Dec 19, 2025$0.2877Dec 29, 2025
Dec 20, 2024$0.3810Dec 30, 2024
Dec 20, 2024$0.3810Dec 30, 2024
Dec 15, 2023$0.1431Dec 26, 2023
Dec 15, 2023$0.1431Dec 26, 2023
Dec 12, 2022$1.5030Dec 20, 2022
Dec 12, 2022$1.5030Dec 20, 2022

Dividend Payments Over Time

Category Comparison

MetricDVALFinancial Services(845 ETFs)Large Cap(419 ETFs)
Fund Info
Expense Ratio0.49%0.64%0.57%
AUM$69.5M$3.31B$9.32B
Dividend Yield1.93%4.74%1.85%
Avg Volume4.0K728.2K413.4K
Holdings100261159
Performance
1-Month Return-1.60%-0.85%-1.86%
6-Month Return+7.51%+3.84%+6.32%
YTD Return+14.38%+8.72%+9.37%
1-Year Return+11.89%+7.81%+10.00%

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