Dynamic Advisor Solutions LLC Pimco Rafi Dynamic Multi Facto Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding MFDX
# of Institutions
35Shares Held
7.93MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE3.28MShares$107 Million37.77% of portfolio
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Fundamentun, LLC Beachwood, OH1.28MShares$42.1 Million2.42% of portfolio
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Financial Consulate, Inc1.2MShares$39.3 Million9.83% of portfolio
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Mariner, LLC Overland Park, KS816KShares$26.8 Million0.04% of portfolio
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Austin Wealth Management, LLC Austin, TX251KShares$8.25 Million1.56% of portfolio