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Dynamic Advisors Solutions

Latest statistics and disclosures from Dynamic Advisor Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, NVDA, DFCF, SPLG, and represent 11.15% of Dynamic Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: XLK (+$6.4M), VOO, SPMO, NVDA, IVV, PLTR, XLF, XLC, VUG, XLI.
Started 62 new stock positions in NBIS, FBT, NCLH, DIVI, MGK, WRN, OKLO, VFQY, FTEC, CRWV.
Reduced shares in these 10 stocks: QQQ (-$16M), VTV (-$14M), IJR (-$11M), BNDX (-$9.8M), IJH (-$8.0M), LLY (-$5.3M), FNDF, IWD, EOG, SCHG.
Sold out of its positions in ANSS, MODG, FIX, DOW, FVD, FTNT, GALT, GSBD, HDB, HCAT.
Dynamic Advisor Solutions was a net buyer of stock by $12M.
Dynamic Advisor Solutions has $3.4B in assets under management (AUM), dropping by 6.19%.
Central Index Key (CIK): 0001599747

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 932 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Dynamic Advisor Solutions has 932 total positions. Only the first 250 positions are shown.

Sign up to view all of the Dynamic Advisor Solutions Sept. 30, 2025 positions
Download the Dynamic Advisor Solutions September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.3	$113M		453k	248.30	View chart
Microsoft Corporation (MSFT)	2.3	$78M		151k	517.95	View chart
NVIDIA Corporation (NVDA)	1.9	$66M	+4%	364k	181.55	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.9	$66M	+2%	1.5M	42.76	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.8	$62M	+2%	789k	78.34	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$46M		635k	72.44	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.3	$46M	+4%	988k	46.24	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.3	$45M	+3%	1.2M	38.57	View chart
Amazon (AMZN)	1.3	$43M	+2%	197k	219.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$43M	-26%	71k	600.37	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.2	$42M		325k	130.28	View chart
Tesla Motors (TSLA)	1.2	$40M	+2%	90k	444.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$40M	+7%	59k	669.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$37M	+3%	502k	74.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$34M		139k	243.10	View chart
Broadcom (AVGO)	1.0	$33M	-2%	101k	329.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$33M		1.3M	26.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$31M	+3%	353k	87.31	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.9	$30M	+3%	622k	47.51	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.9	$30M	-12%	687k	42.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$29M	-2%	571k	50.73	View chart
Meta Platforms Cl A (META)	0.8	$29M		39k	734.38	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.8	$28M		428k	64.69	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$28M	-2%	933k	29.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$28M	-4%	77k	355.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$27M	-4%	962k	27.90	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.8	$27M	-5%	790k	33.89	View chart
JPMorgan Chase & Co. (JPM)	0.7	$26M		82k	315.43	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.7	$24M	+2%	962k	25.19	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$23M		638k	36.35	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$23M		227k	99.11	View chart
Costco Wholesale Corporation (COST)	0.6	$22M		24k	925.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$21M	+8%	257k	82.96	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.6	$20M	+2%	409k	49.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$19M	-4%	39k	502.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$19M	-6%	59k	328.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$19M	+11%	78k	241.96	View chart
Home Depot (HD)	0.5	$19M	+2%	46k	405.19	View chart
Ishares Emng Mkts Eqt (EMGF)	0.5	$19M		328k	56.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$18M		28k	666.18	View chart
Chevron Corporation (CVX)	0.5	$18M		117k	155.29	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$18M		259k	68.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$18M	+30%	29k	612.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$17M		217k	79.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$17M		71k	243.55	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.5	$17M	+2%	701k	24.53	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$17M		379k	44.69	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$17M		536k	31.53	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.5	$17M	+3%	156k	108.45	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$17M	+61%	59k	281.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$17M		276k	59.92	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$16M		263k	60.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$16M	+2%	286k	54.18	View chart
Palantir Technologies Cl A (PLTR)	0.4	$16M	+19%	85k	182.42	View chart
Wal-Mart Stores (WMT)	0.4	$15M	+4%	145k	103.06	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.4	$15M	+9%	479k	30.29	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$14M	+4%	383k	37.77	View chart
Abbvie (ABBV)	0.4	$14M	+2%	60k	231.54	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$14M	-13%	200k	68.08	View chart
Sherwin-Williams Company (SHW)	0.4	$14M		39k	346.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$13M	-4%	234k	57.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$13M	-38%	194k	65.26	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.4	$13M	+4%	207k	60.96	View chart
Ishares Tr Future Exponenti (XT)	0.4	$13M		175k	71.94	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.4	$12M		180k	68.87	View chart
Exxon Mobil Corporation (XOM)	0.4	$12M	+7%	109k	112.75	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$12M	+2%	254k	48.19	View chart
Visa Com Cl A (V)	0.4	$12M	+2%	35k	341.38	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$12M	-2%	182k	62.91	View chart
Caterpillar (CAT)	0.3	$11M		24k	477.15	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$11M	+3%	246k	46.08	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.3	$11M	+3%	128k	87.91	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$11M	+4%	109k	99.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$11M		55k	195.86	View chart
Netflix (NFLX)	0.3	$10M	+4%	8.5k	1198.96	View chart
Mastercard Incorporated Cl A (MA)	0.3	$10M		18k	568.79	View chart
Eli Lilly & Co. (LLY)	0.3	$10M	-34%	13k	763.00	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$10M	-2%	84k	119.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$10M	-57%	54k	186.49	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.3	$10M		219k	45.42	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$9.9M	+4%	413k	23.85	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$9.6M		100k	96.14	View chart
Johnson & Johnson (JNJ)	0.3	$9.5M		51k	185.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$9.4M		343k	27.30	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$9.1M	+2%	90k	100.69	View chart
Emerson Electric (EMR)	0.3	$9.0M		68k	131.18	View chart
Southern Company (SO)	0.3	$9.0M	+2%	95k	94.77	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.3	$8.9M		319k	27.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$8.8M	+8%	63k	140.95	View chart
International Business Machines (IBM)	0.3	$8.7M		31k	282.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$8.7M	+30%	18k	479.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$8.7M	+2%	373k	23.28	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.3	$8.6M		356k	24.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$8.5M	-6%	33k	254.28	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$8.4M	+2%	278k	30.39	View chart
Blackrock (BLK)	0.2	$8.3M		7.2k	1165.84	View chart
Pepsi (PEP)	0.2	$8.3M	+3%	59k	140.44	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$8.1M	+4%	155k	52.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$8.1M	+3%	96k	84.11	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$8.0M		151k	53.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$7.8M	+26%	99k	78.91	View chart
Northrop Grumman Corporation (NOC)	0.2	$7.7M		13k	609.30	View chart
Cisco Systems (CSCO)	0.2	$7.5M		110k	68.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$7.5M	-2%	40k	189.70	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$7.4M	+6%	85k	87.21	View chart
Union Pacific Corporation (UNP)	0.2	$7.4M		31k	236.37	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$7.2M	+12%	141k	51.23	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$7.2M		182k	39.54	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$7.2M	+6%	257k	27.81	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$7.1M		45k	159.89	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$7.0M	+10%	143k	49.08	View chart
Palo Alto Networks (PANW)	0.2	$7.0M	+3%	34k	203.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$6.9M	+2%	219k	31.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.9M	-7%	120k	57.52	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$6.9M	+2%	185k	37.11	View chart
Ge Aerospace Com New (GE)	0.2	$6.8M	+14%	23k	300.82	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$6.8M		152k	44.42	View chart
Intuit (INTU)	0.2	$6.7M	+5%	9.8k	682.91	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$6.5M	+19%	27k	239.64	View chart
Adobe Systems Incorporated (ADBE)	0.2	$6.5M	+6%	18k	352.74	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$6.4M		24k	271.12	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$6.4M		143k	44.51	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$6.3M		142k	44.19	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$6.2M		50k	125.42	View chart
O'reilly Automotive (ORLY)	0.2	$6.2M		58k	107.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$6.2M	-3%	186k	33.42	View chart
S&p Global (SPGI)	0.2	$6.2M	+2%	13k	486.70	View chart
Digital Realty Trust (DLR)	0.2	$6.2M		36k	172.88	View chart
Spdr Series Trust Russell Low Vol (ONEV)	0.2	$6.2M		46k	133.11	View chart
Raytheon Technologies Corp (RTX)	0.2	$6.2M	+5%	37k	167.33	View chart
Gilead Sciences (GILD)	0.2	$6.1M		55k	111.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$6.1M		21k	293.74	View chart
Amgen (AMGN)	0.2	$6.1M	-6%	22k	282.20	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$6.1M	-3%	145k	42.03	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$6.1M	+3%	77k	78.63	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$6.1M	+6%	121k	50.23	View chart
Abbott Laboratories (ABT)	0.2	$6.0M	+17%	45k	133.94	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$6.0M	-2%	248k	24.40	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$5.9M	+199%	49k	121.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$5.9M	+5%	27k	215.79	View chart
Lamar Advertising Cl A (LAMR)	0.2	$5.8M		47k	122.42	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$5.8M	+2%	182k	31.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$5.6M	-34%	177k	31.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.6M	-5%	12k	468.40	View chart
American Express Company (AXP)	0.2	$5.6M	+3%	17k	332.16	View chart
Etf Ser Solutions Netlease Corp (NETL)	0.2	$5.6M		226k	24.63	View chart
Bank of America Corporation (BAC)	0.2	$5.6M		108k	51.59	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.5M		11k	499.20	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$5.5M		55k	100.05	View chart
Thomson Reuters Corp. (TRI)	0.2	$5.5M		35k	155.33	View chart
Honeywell International (HON)	0.2	$5.4M	+9%	26k	210.50	View chart
Roper Industries (ROP)	0.2	$5.4M	+3%	11k	498.69	View chart
Morgan Stanley Com New (MS)	0.2	$5.4M		34k	158.96	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$5.4M	+6%	105k	50.75	View chart
Ing Groep Sponsored Adr (ING)	0.2	$5.3M		205k	26.08	View chart
Ge Vernova (GEV)	0.2	$5.3M	+3%	8.6k	614.88	View chart
Verizon Communications (VZ)	0.2	$5.3M	+2%	120k	43.95	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$5.3M		198k	26.58	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$5.2M	+7%	44k	119.51	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$5.2M	+8%	19k	279.28	View chart
McDonald's Corporation (MCD)	0.1	$5.1M		17k	303.89	View chart
Intuitive Surgical Com New (ISRG)	0.1	$5.1M	+5%	12k	447.24	View chart
Deere & Company (DE)	0.1	$5.1M		11k	457.26	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$5.1M		302k	16.87	View chart
Coca-Cola Company (KO)	0.1	$5.0M		75k	66.32	View chart
D.R. Horton (DHI)	0.1	$4.9M		29k	169.47	View chart
Procter & Gamble Company (PG)	0.1	$4.8M	+12%	32k	153.65	View chart
Altria (MO)	0.1	$4.8M		73k	66.06	View chart
UnitedHealth (UNH)	0.1	$4.8M	-2%	14k	345.31	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$4.8M	+3%	81k	59.15	View chart
salesforce (CRM)	0.1	$4.6M		20k	237.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$4.6M		78k	58.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$4.6M	+9%	19k	247.12	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$4.6M		120k	38.02	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.1	$4.5M	+3%	49k	93.19	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$4.5M	-7%	264k	17.01	View chart
Walt Disney Company (DIS)	0.1	$4.5M		39k	114.50	View chart
Kla Corp Com New (KLAC)	0.1	$4.4M	+23%	4.1k	1078.67	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$4.4M		71k	62.71	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.4M		191k	23.12	View chart
At&t (T)	0.1	$4.4M		156k	28.24	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$4.3M	+7%	49k	88.96	View chart
Paychex (PAYX)	0.1	$4.3M	+2%	34k	126.76	View chart
Public Service Enterprise (PEG)	0.1	$4.3M	+4%	52k	83.46	View chart
Oracle Corporation (ORCL)	0.1	$4.3M	-7%	15k	281.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.3M	+5%	46k	93.64	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$4.2M		70k	60.23	View chart
Eaton Corp SHS (ETN)	0.1	$4.2M	+24%	11k	374.24	View chart
Axon Enterprise (AXON)	0.1	$4.2M	+6%	5.9k	717.64	View chart
Waste Management (WM)	0.1	$4.2M		19k	220.83	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$4.2M		47k	87.84	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$4.1M	+97%	27k	154.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.1M	+3%	46k	89.34	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$4.1M	+7%	207k	19.68	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$4.1M		91k	44.57	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.0M	+2%	33k	123.75	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$4.0M	+5%	86k	46.42	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$4.0M		143k	27.75	View chart
Goldman Sachs (GS)	0.1	$3.9M	+27%	4.9k	796.42	View chart
Unilever Spon Adr New (UL)	0.1	$3.9M	+2%	66k	59.28	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$3.9M	+4%	229k	16.93	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$3.9M	+4%	269k	14.44	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.8M	+149%	71k	53.87	View chart
Philip Morris International (PM)	0.1	$3.8M		23k	162.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$3.8M	+6%	38k	100.25	View chart
Arista Networks Com Shs (ANET)	0.1	$3.7M	+5%	25k	145.71	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.7M	-5%	25k	145.60	View chart
Merck & Co (MRK)	0.1	$3.7M	+7%	44k	83.93	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$3.7M	+3%	368k	9.94	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.7M	+2%	72k	50.63	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.6M	+2%	34k	106.78	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$3.6M		117k	31.24	View chart
American Tower Reit (AMT)	0.1	$3.6M	-2%	19k	192.32	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$3.6M	-20%	72k	50.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.6M	+17%	110k	32.79	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.6M	+35%	26k	139.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.5M	+6%	12k	293.80	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.1	$3.5M	-19%	80k	43.86	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$3.5M		57k	60.49	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$3.5M		72k	48.03	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$3.5M	-2%	136k	25.31	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.3M	-14%	76k	43.92	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$3.3M	+167%	28k	118.37	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$3.3M	+15%	56k	59.20	View chart
Equitable Holdings (EQH)	0.1	$3.3M	+5%	65k	50.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$3.3M		44k	75.11	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$3.2M	+8%	73k	44.20	View chart
Advanced Micro Devices (AMD)	0.1	$3.2M	+6%	20k	161.79	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$3.2M	+2%	110k	29.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.2M	+93%	40k	78.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.1M	+20%	34k	93.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.1M	+10%	34k	91.42	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$3.1M	-3%	60k	51.04	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.0M	-6%	29k	106.49	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.0M	+28%	37k	81.19	View chart
Enterprise Products Partners (EPD)	0.1	$3.0M	+3%	95k	31.27	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.9M	+2%	69k	42.37	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.9M	+22%	6.0k	485.05	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.9M	+6%	48k	60.03	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.9M	+5%	34k	86.30	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$2.9M	-34%	115k	25.13	View chart
Public Storage (PSA)	0.1	$2.9M	+3%	9.9k	288.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.9M		57k	50.07	View chart
Waters Corporation (WAT)	0.1	$2.8M		9.5k	299.81	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$2.8M	+2%	60k	47.20	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.8M	-51%	36k	78.37	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$2.8M	+11%	122k	22.90	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.8M	+11%	162k	17.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.8M	-58%	14k	203.59	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$2.7M		38k	72.26	View chart

Past Filings by Dynamic Advisor Solutions

SEC 13F filings are viewable for Dynamic Advisor Solutions going back to 2013

Dynamic Advisor Solutions 2025 Q3 filed Oct. 9, 2025
Dynamic Advisor Solutions 2025 Q2 filed July 9, 2025
Dynamic Advisor Solutions 2025 Q1 filed April 17, 2025
Dynamic Advisor Solutions 2024 Q4 filed Jan. 21, 2025
Dynamic Advisor Solutions 2024 Q3 filed Oct. 7, 2024
Dynamic Advisor Solutions 2024 Q2 filed July 15, 2024
Dynamic Advisor Solutions 2024 Q1 filed April 12, 2024
Dynamic Advisor Solutions 2023 Q4 filed Jan. 10, 2024
Dynamic Advisor Solutions 2023 Q3 filed Oct. 11, 2023
Dynamic Advisor Solutions 2023 Q2 filed Aug. 3, 2023
Dynamic Advisor Solutions 2023 Q1 filed April 11, 2023
Dynamic Advisor Solutions 2022 Q4 filed Jan. 13, 2023
Dynamic Advisor Solutions 2022 Q3 filed Oct. 20, 2022
Dynamic Advisor Solutions 2022 Q2 filed July 27, 2022
Dynamic Advisor Solutions 2022 Q1 filed April 11, 2022
Dynamic Advisor Solutions 2021 Q4 filed Jan. 26, 2022

View all past filings

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