DA

Dynamic Advisor Solutions LLC

13F
Dynamic Advisor Solutions LLC
Last update 2025-07-09 900 Stocks (80 new)
Value $3.24 Bil Turnover 5 %
Countries:
Dynamic Advisor Solutions LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
443,169
90,925.0
-1.54%
2.810
-0.05%
0.000
+11.71%
-14.96%
3,172,937.0
Hardware
MSFT
Microsoft Corp
150,579
74,899.6
-0.72%
2.310
-0.01%
0.000
+31.74%
+19.43%
3,727,272.1
Software
DFCF
Dimensional Core Fixed Income ETF
1,491,156
63,016.3
+1.45%
1.950
+0.03%
0.890
+3.38%
+4.03%
7,067.7
 
SPLG
SPDR Portfolio S&P 500 ETF
765,921
55,674.8
+3.17%
1.720
+0.05%
0.080
+19.69%
+7.47%
72,779.0
 
NVDA
NVIDIA Corp
347,256
54,863.0
-2.81%
1.690
-0.04%
0.000
+52.56%
+22.22%
4,001,998.1
Semiconductors
QQQ
INVESCO QQQ Trust
97,666
53,876.4
-33.71%
1.660
-0.77%
0.020
+24.63%
+8.93%
356,737.8
 
FBND
Fidelity Total Bond ETF
946,139
43,285.9
-7.50%
1.340
-0.12%
0.230
+3.05%
+3.96%
18,539.4
 
DFUS
Dimensional U.S. Equity Market ETF
637,122
42,699.9
-2.76%
1.320
-0.04%
0.270
+20.14%
+7.15%
15,755.8
 
AMZN
Amazon.com Inc
191,821
42,083.6
+8.61%
1.300
+0.10%
0.000
+22.65%
+1.31%
2,359,590.5
Retail - Cyclical
DFAC
Dimensional U.S. Core Equity 2 ETF
1,124,306
40,295.1
-0.12%
1.240
0%
0.120
+19.85%
+6.42%
35,507.7
 

Dynamic Advisor Solutions LLC's Historical Top Holdings Breakdowns

Dynamic Advisor Solutions LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ
INVESCO QQQ Trust
2025-06-30
Reduce
Reduce
-0.77%
416.06 ($496.89) 551.64
$555.45
11.79%
Reduce -33.71%
97,666
-49,670
IWD
iShares Russell 1000 Value ETF
2025-06-30
Reduce
Reduce
-0.63%
166.82 ($185.25) 194.23
$197.34
6.53%
Reduce -75.38%
32,772
-100,331
VTI
Vanguard Total Stock Market ETF
2025-06-30
Reduce
Reduce
-0.52%
243.75 ($281.15) 303.93
$308.32
9.66%
Reduce -47.46%
63,162
-57,060
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-06-30
Reduce
Reduce
-0.25%
77.94 ($78.77) 79.5
$79.11
0.43%
Reduce -31.2%
215,033
-97,513
IYW
iShares U.S. Technology ETF
2025-06-30
Add
Add
+0.19%
122.57 ($151.41) 173.27
$175.72
16.06%
Add 183.66%
54,103
35,030
VPLS
Vanguard Core-Plus Bond ETF
2025-06-30
New Buy
New Buy
+0.18%
75.68 ($76.75) 77.8
$77.22
0.61%
New holding
74,600
74,600
WCMI
First Trust WCM International Equity ETF
First Trust WCM International Equity ETF
2025-06-30
New Buy
New Buy
+0.15%
12.75 ($14.91) 15.91
$15.82
6.10%
New holding
296,866
296,866
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
2025-06-30
Add
Add
+0.15%
50.48 ($50.57) 50.71
$50.56
-0.02%
Add 1235.96%
99,128
91,708
ACN
Accenture PLC
2025-06-30
Reduce
Reduce
-0.14%
279.23 ($304.68) 323.21
$288.36
-5.36%
Reduce -62.75%
8,136
-13,705
FBND
Fidelity Total Bond ETF
2025-06-30
Reduce
Reduce
-0.12%
44.68 ($45.27) 45.96
$45.60
0.73%
Reduce -7.5%
946,139
-76,687

Dynamic Advisor Solutions LLC Total Holding History ($B)

To

Dynamic Advisor Solutions LLC's Asset Allocation

To

Dynamic Advisor Solutions LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Dynamic Advisor Solutions LLC's Hypothetical Growth since 2025-06-30

Dynamic Advisor Solutions LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Dynamic Advisor Solutions LLC's Holdings Heat Map

Size field:

Dynamic Advisor Solutions LLC's Holdings Bubble Chart

Dynamic Advisor Solutions LLC News

  • 1

Discussions on Dynamic Advisor Solutions LLC

No discussions yet.