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Simplify Exchange Traded Fun shares owned by Dynamic Advisors Solutions

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Dynamic Advisors Solutions from 13F filings

Historical chart of Dynamic Advisors Solutions investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Dynamic Advisors Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Dynamic Advisors Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 117k 31.24
2025-06-30 $3.5M 116k 30.05
2025-03-31 $3.3M 117k 28.58
2024-09-30 $2.3M 81k 28.88
2024-06-30 $1.8M 67k 27.67

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Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Dynamic Advisors Solutions

Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
CWM
Keudell/Morrison Wealth Management
LPL Financial
Feltz Wealth PLAN
Stephens
Arq Wealth Advisors
Ameritas Advisory Services
UBS Group
Private Advisor
HighTower Advisors
Smith, Moore & Co.
Envestnet Asset Management
Peterson Wealth Advisors
Harmony Asset Management

View all funds holding Simplify Exchange Traded Fun