DVAL

Franklin Templeton$15.73+0.12 (+0.78%)
AUM $71.9MER 0.49%NAV $15.61Holdings 108

Price Chart

Key Statistics

Previous Close

$15.61

Day Range

$15.66$15.73

52-Week Range

$13.71$15.74

Avg Volume

13.3K

Dividend Yield

1.93%

Expense Ratio

0.49%

AUM

$71.9M

Shares Outstanding

7.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services31.94%
Industrials14.75%
Technology11.79%
Consumer Cyclical10.23%
Communication Services9.99%
Healthcare7.87%
Consumer Defensive6.64%
Energy5.57%
Utilities1.08%
Basic Materials0.14%

Country Allocation

CountryWeight %
United States96.29%
Bermuda1.35%
United Kingdom0.93%
Other0.58%
Brazil0.50%
Luxembourg0.31%
Puerto Rico0.05%

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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VXUSVanguard Total International Stock ETF$629.30B
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VTVVanguard Value ETF$238.00B
IEFAiShares Core MSCI EAFE ETF$185.22B
IJRiShares Core S&P Small-Cap ETF$107.38B

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 $71.9M in assets under management. The fund charges an expense ratio of 0.49%. The fund holds 108 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 35.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1CSCOCISCO SYSTEMS INC4.72%27,843$3.4M
2GEGENERAL ELECTRIC4.27%9,229$3.1M
3JPMJPMORGAN CHASE & CO4.22%9,673$3.0M
4BACBANK OF AMERICA CORP4.00%52,091$2.9M
5WFCWELLS FARGO & CO3.86%33,699$2.8M
6LMTLOCKHEED MARTIN CORP3.34%4,373$2.4M
7UPSUNITED PARCEL SERVICE-CL2.88%19,032$2.1M
8CMCSACOMCAST CORP-CLASS A2.80%84,038$2.0M
9CITHE CIGNA GROUP2.72%6,620$2.0M
10VZVERIZON COMMUNICATIONS IN2.52%38,513$1.8M
11TAT&T INC2.30%71,986$1.7M
12EOGEOG RESOURCES INC1.83%9,618$1.3M
13DHIDR HORTON INC1.74%8,094$1.2M
14PFEPFIZER INC1.72%47,315$1.2M
15TROWT ROWE PRICE GROUP INC1.71%11,369$1.2M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.78%
1W
+2.34%
1M
+5.70%
3M
+6.83%
6M
+6.98%
YTD
+8.80%
1Y
+13.78%
3Y
+35.11%
5Y
+23.91%

Moving Averages

20-Day MA

$15.33

Above 20-Day MA
50-Day MA

$15.19

Above 50-Day MA
200-Day MA

$14.77

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$15.74

Current Price

$15.73

52-Week Low

$13.71

$13.71$15.74

Current Yield

1.93%

Annual Dividend

$2.3149

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 15, 2023$0.1431Dec 26, 2023
Dec 12, 2022$1.5030Dec 20, 2022

Dividend Payments Over Time

Category Comparison

MetricDVALFinancial Services(759 ETFs)Large Cap(419 ETFs)
Fund Info
Expense Ratio0.49%0.67%0.57%
AUM$71.9M$4.12B$8.93B
Dividend Yield1.93%4.76%1.85%
Avg Volume13.3K1.8M577.7K
Holdings108264160
Performance
1-Month Return+5.61%+1.06%+0.73%
6-Month Return+7.81%+5.76%+6.61%
YTD Return+9.37%+8.14%+7.48%
1-Year Return+13.65%+13.66%+18.62%

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