Develop Global (DVP) is held by 20 ASX ETFs. Over the last 3 months it fell 30.8%: on $10,000, −$3084. We explain 3 big moves in that time.
About DVP
- SectorMaterials
- IndustryMaterials
- Size$1.4b
- Held by20 ETFs
- Big moves3 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −10.0%30 Sep 2026· Guidance Down
Develop Global shares fell sharply after recent news highlighted margin pressure and FY27 guidance concerns, despite the broader materials sector trading higher.
- +11.8%18 Sep 2026· Stake Change
A new substantial holder notice filed the day before triggered buying interest in Develop Global, signalling meaningful institutional accumulation in the stock.
- −16.7%29 Jul 2026· Stake Change
A new substantial shareholder filing likely triggered selling pressure as investors anticipated potential share overhang or a change in control dynamics, pushing the stock down sharply.
Held by 20 ETFs
Of every $10,000 in each fund, how much is in DVP today.
- MVSVanEck Small Companies Masters ETF$1681.68%
- SSOSTATE STREET SPDR S&P/ASX SMALL ORDINARIES ETF$450.45%
- ISOiShares S&P/ASX Small Ordinaries ETF$450.45%
- VSOVanguard MSCI Australian Small Companies Index ETF$240.24%
- OZRSTATE STREET SPDR S&P/ASX 200 RESOURCES ETF$170.17%
- QREBetaShares Australian Resources Sector ETF$160.16%
- EX20BetaShares Australian Ex-20 Portfolio Diversifier ETF$130.13%
- VETHVanguard Ethically Conscious Australian Shares ETF$120.12%
- IESGiShares Core MSCI Australia ESG ETF$110.11%
- GEARBetaShares Geared Australian Equities Complex ETF$110.11%
Why did DVP fall 10.0% on 30 Sep 2026?
Develop Global
Develop Global shares fell sharply after recent news highlighted margin pressure and FY27 guidance concerns, despite the broader materials sector trading higher.
No company announcement was found, but recent news over the prior 24-48 hours flagged a margin squeeze and detailed FY27 guidance, which likely disappointed investors and drove the -10% move. The broader GICS Materials sector rose 2.1%, so sector flow cannot explain the decline, and the stock-specific news is the only credible catalyst.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
Sector / macro signals
What it did to the 20 ETFs holding DVP
On $10,000 in each fund, at the weight it holds today
- MVS1.68% of the fund−$17
- SSO0.45% of the fund−$5
- ISO0.45% of the fund−$4
- VSO0.24% of the fund−$2
- OZR0.17% of the fund−$2
- QRE0.16% of the fund−$2
- EX200.13% of the fund−$1
- VETH0.12% of the fund−$1
- IESG0.11% of the fund−$1
- GEAR0.11% of the fund−$1
The 10 that hold it most. All 20 are listed on the page under Held by.