Dynamic Advisor Solutions LLC Sells in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-797K
- 51.98%
$42.71 - $43.27 $34M - $34.5M
736K $31.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-225K
- 98.8%
N/A
2.74K $235K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-435K
- 37.21%
$37.61 - $39.41 $16.4M - $17.1M
734K $28.4M
AAPL
Apple Inc.

Technology
-68.5K
- 15.11%
$245.27 - $275.25 $16.8M - $18.8M
385K $103M
OMFL
Invesco Exchange Traded Self I

ETFs
-201K
- 76.25%
$59.09 - $61.05 $11.8M - $12.2M
62.5K $3.72M
NVDA
Nvidia Corp

Technology
-57.7K
- 15.86%
$179.83 - $207.04 $10.4M - $12M
306K $57.1M
XT
Ishares Tr Exponential Technol

ETFs
-133K
- 76.35%
$71.46 - $75.47 $9.54M - $10.1M
41.4K $3.05M
MSFT
Microsoft Corp

Technology
-15.1K
- 10.04%
$496.82 - $542.07 $7.52M - $8.21M
136K $68.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-267K
- 28.58%
$28.9 - $30.17 $7.7M - $8.04M
666K $19.4M
GLD
Spdr Gold Trust

ETFs
-25.6K
- 33.16%
$354.79 - $403.15 $9.09M - $10.3M
51.7K $19.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-102K
- 20.34%
$74.09 - $75.1 $7.56M - $7.66M
400K $29.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-11.5K
- 19.45%
$656.2 - $690.71 $7.57M - $7.96M
47.7K $32.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-243K
- 50.78%
$30.13 - $30.32 $7.33M - $7.38M
236K $7.12M
JHMM
John Hancock Multifactor Mid C

ETFs
-108K
- 25.3%
$62.76 - $65.54 $6.79M - $7.09M
319K $20.4M
VNLA
Janus Henderson Short Duration

ETFs
-130K
- 31.79%
$49.13 - $49.33 $6.39M - $6.41M
279K $13.7M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-142K
- 93.41%
$44.38 - $44.96 $6.31M - $6.4M
10K $445K
TSLA
Tesla, Inc.

Consumer Cyclical
-7.13K
- 7.9%
$401.99 - $468.37 $2.87M - $3.34M
83.1K $34M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-208K
- 65.29%
$26.88 - $29.21 $5.59M - $6.08M
111K $3.02M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-146K
- 38.27%
$37.18 - $38.47 $5.44M - $5.63M
236K $8.89M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-79.8K
- 12.57%
$71.0 - $74.64 $5.67M - $5.96M
555K $40.5M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-204K
- 21.16%
$25.17 - $25.38 $5.12M - $5.17M
759K $19.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-81.6K
- 34.96%
$56.0 - $57.6 $4.57M - $4.7M
152K $8.62M
PFF
Ishares Trust Ishares Pfd And

ETFs
-145K
- 65.97%
$30.84 - $31.79 $4.46M - $4.6M
74.6K $2.3M
DFAI
Dimensional ETF Tr

ETFs
-135K
- 21.11%
$35.82 - $37.52 $4.82M - $5.05M
503K $18.7M
VTV
Vanguard Value ETF

ETFs
-23.1K
- 42.95%
$182.87 - $189.72 $4.22M - $4.38M
30.7K $5.74M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-41.6K
- 76.05%
$98.1 - $103.73 $4.08M - $4.32M
13.1K $1.29M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-81.2K
- 57.68%
$51.27 - $51.8 $4.16M - $4.2M
59.5K $3.07M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-56.1K
- 21.64%
$66.04 - $69.67 $3.7M - $3.91M
203K $13.6M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-93.6K
- 24.69%
$43.57 - $45.71 $4.08M - $4.28M
285K $12.9M
COST
Costco Wholesale Corp

Consumer Defensive
-4.13K
- 17.22%
$910.94 - $954.99 $3.76M - $3.94M
19.9K $18.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-84.3K
- 33.19%
$48.17 - $48.5 $4.06M - $4.09M
170K $8.18M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-195K
- 94.51%
$14.75 - $20.75 $2.88M - $4.06M
11.4K $167K
UNP
Union Pacific Corp

Industrials
-14.2K
- 45.6%
$216.37 - $237.41 $3.08M - $3.38M
17K $3.76M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-212K
- 80.43%
$16.88 - $17.5 $3.58M - $3.71M
51.7K $900K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-71.7K
- 32.68%
$43.97 - $46.55 $3.15M - $3.34M
148K $6.55M
HD
Home Depot, Inc.

Consumer Cyclical
-3.46K
- 7.53%
$358.03 - $397.02 $1.24M - $1.37M
42.5K $15.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-22.5K
- 36.02%
$137.47 - $143.13 $3.1M - $3.23M
40.1K $5.65M
DFAE
Dimensional ETF Tr

ETFs
-113K
- 21.07%
$30.74 - $33.05 $3.47M - $3.73M
423K $13.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-96.6K
- 10.04%
$27.17 - $28.65 $2.63M - $2.77M
866K $23.7M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-31.7K
- 31.82%
$95.75 - $96.31 $3.03M - $3.05M
67.9K $6.51M
GQRE
Flexshares Tr Global Quality R

ETFs
-46.9K
- 22.66%
$59.02 - $61.19 $2.77M - $2.87M
160K $9.63M
CGUS
Capital Group Core Equity ETF
-72.7K
- 39.9%
$38.81 - $40.67 $2.82M - $2.96M
110K $4.35M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-110K
- 26.69%
$23.07 - $24.16 $2.55M - $2.67M
303K $7.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.95K
- 6.93%
$589.5 - $635.77 $2.92M - $3.15M
66.5K $40.1M
ADBE
Adobe Inc.

Technology
-6.77K
- 37.02%
$325.07 - $359.91 $2.2M - $2.44M
11.5K $3.74M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-56.4K
- 5.7%
$46.2 - $46.85 $2.6M - $2.64M
932K $43.1M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-92.4K
- 13.18%
$24.14 - $24.56 $2.23M - $2.27M
609K $14.7M
SNY
Sanofi

Healthcare
-52.4K
- 87.79%
$48.09 - $52.34 $2.52M - $2.74M
7.29K $377K
AMZN
Amazon Com Inc

Consumer Cyclical
-23K
- 11.71%
$213.04 - $254.0 $4.91M - $5.85M
174K $40.8M
Activity Summary
Buys All Purchases 387 New Holdings 79 Increased Positions 308 Sells All Sells 515 Reductions 515 Sold out 0 Options Calls 0 Puts 0
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