Dynamic Advisor Solutions LLC Pimco Rafi Dynamic Multi Facto Transaction History
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 2025
Shares
5 transactions
Others Institutions Holding MFDX
# of Institutions
41Shares Held
8.8MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE3.23MShares$114 Million43.77% of portfolio
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Financial Consulate, Inc1.85MShares$65.5 Million15.64% of portfolio
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Fundamentun, LLC Beachwood, OH1.22MShares$43.2 Million2.26% of portfolio
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Mariner, LLC Overland Park, KS839KShares$29.7 Million0.05% of portfolio
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Austin Wealth Management, LLC Austin, TX258KShares$9.14 Million1.71% of portfolio