Dynamic Advisor Solutions LLC Purchases in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
10.1K
+ 2.27%
$202.38 - $256.87 $2.03M - $2.58M
453K $115M
NVDA
Nvidia Corp

Technology
16.7K
+ 4.8%
$153.3 - $186.58 $2.56M - $3.11M
364K $67.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.82K
+ 2.06%
$293.94 - $444.72 $535K - $809K
90.2K $40.1M
GOOGL
Alphabet Inc.

Communication Services
357
+ 0.26%
$174.36 - $254.72 $62.2K - $90.9K
139K $33.9M
XLK
Technology Sector Spdr

ETFs
22.6K
+ 61.74%
$250.97 - $282.66 $5.67M - $6.38M
59.2K $16.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.9K
+ 2.99%
$72.65 - $78.68 $1.67M - $1.8M
789K $61.8M
PLTR
Palantir Technologies Inc.

Technology
14K
+ 19.8%
$130.68 - $186.97 $1.83M - $2.62M
84.8K $15.5M
IVV
Ishares Core S&P 500 ETF

ETFs
4.02K
+ 7.27%
$620.67 - $670.08 $2.49M - $2.69M
59.3K $39.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.75K
+ 30.88%
$567.77 - $614.76 $3.83M - $4.15M
28.6K $17.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
44.7K
+ 3.98%
$36.04 - $38.78 $1.61M - $1.73M
1.17M $45.1M
IWM
Ishares Russell 2000 ETF

ETFs
7.75K
+ 11.11%
$214.92 - $244.84 $1.67M - $1.9M
77.5K $18.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.31K
+ 1.03%
$121.46 - $130.92 $401K - $433K
325K $42.4M
MSFT
Microsoft Corp

Technology
268
+ 0.18%
$491.09 - $535.64 $132K - $144K
151K $78.1M
ABBV
Abb Vie Inc.

Healthcare
1.45K
+ 2.47%
$184.85 - $231.54 $267K - $335K
60K $13.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.8K
+ 0.87%
$24.46 - $26.5 $265K - $287K
1.26M $33.1M
VUG
Vanguard Growth ETF

ETFs
4.29K
+ 30.95%
$433.97 - $484.08 $1.86M - $2.07M
18.1K $8.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
41.3K
+ 2.77%
$41.8 - $43.15 $1.73M - $1.78M
1.53M $65.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
42.3K
+ 4.47%
$45.26 - $46.63 $1.91M - $1.97M
988K $45.7M
IEFA
Ishares Tr

ETFs
12.6K
+ 3.69%
$81.7 - $87.53 $1.03M - $1.1M
353K $30.8M
XLF
Financial Sector Spdr

ETFs
42.4K
+ 149.01%
$51.37 - $54.25 $2.18M - $2.3M
70.9K $3.82M
HD
Home Depot, Inc.

Consumer Cyclical
1.31K
+ 2.93%
$357.4 - $423.42 $466K - $553K
45.9K $18.6M
APP
App Lovin Corp

Technology
2.56K
+ 250.05%
$335.1 - $718.54 $859K - $1.84M
3.59K $2.58M
XLC
Select Sector Spdr Tr Communic

ETFs
17.6K
+ 167.39%
$105.99 - $119.41 $1.87M - $2.1M
28.1K $3.33M
CAT
Caterpillar Inc

Industrials
131
+ 0.55%
$390.92 - $477.15 $51.2K - $62.5K
23.8K $11.4M
XLI
Industrial Sector Spdr

ETFs
13.1K
+ 97.08%
$147.94 - $154.99 $1.94M - $2.03M
26.6K $4.1M
JHMM
John Hancock Multifactor Mid C

ETFs
4.61K
+ 1.09%
$61.22 - $65.26 $282K - $301K
428K $27.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.93K
+ 2.85%
$49.43 - $54.52 $392K - $432K
286K $15.5M
JNJ
Johnson & Johnson

Healthcare
213
+ 0.42%
$155.17 - $185.42 $33.1K - $39.5K
51.4K $9.53M
GE
General Electric CO

Industrials
2.81K
+ 14.17%
$244.75 - $305.63 $687K - $857K
22.6K $6.8M
EMGF
Ishares Msci Emerging Markets

ETFs
4.13K
+ 1.28%
$51.93 - $56.75 $214K - $234K
328K $18.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20.4K
+ 26.0%
$78.11 - $79.07 $1.6M - $1.62M
99K $7.82M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19.2K
+ 8.09%
$82.38 - $83.0 $1.58M - $1.6M
257K $21.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
459
+ 1.7%
$617.65 - $666.84 $284K - $306K
27.5K $18.3M
XLY
Select Sector Spdr Consumer Di

ETFs
4.45K
+ 19.76%
$216.09 - $242.18 $961K - $1.08M
27K $6.46M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19.5K
+ 93.18%
$76.16 - $78.59 $1.48M - $1.53M
40.4K $3.15M
GTO
Invesco Actively Managed ETF T

ETFs
22.8K
+ 3.81%
$46.43 - $47.91 $1.06M - $1.09M
622K $29.5M
KLAC
Kla Corp

Technology
782
+ 23.54%
$843.9 - $1078.6 $660K - $843K
4.1K $4.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.6K
+ 3.0%
$72.57 - $74.72 $1.06M - $1.09M
502K $37.3M
CVX
Chevron Corp

Energy
65
+ 0.06%
$145.57 - $161.83 $9.46K - $10.5K
117K $18.2M
DFAE
Dimensional ETF Tr

ETFs
1.28K
+ 0.24%
$28.84 - $31.84 $37K - $40.8K
536K $16.9M
WMT
Walmart Inc.

Consumer Defensive
6.54K
+ 4.72%
$94.4 - $104.27 $617K - $682K
145K $15M
XOM
Exxon Mobil Corp

Energy
8.01K
+ 7.96%
$105.83 - $117.22 $847K - $938K
109K $12.2M
IYW
Ishares Dj Us Tech ETF

ETFs
902
+ 1.67%
$171.38 - $197.01 $155K - $178K
55K $10.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
15.5K
+ 4.22%
$35.76 - $37.93 $554K - $588K
383K $14.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.55K
+ 0.99%
$63.41 - $69.69 $162K - $178K
259K $17.7M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.78K
+ 3.78%
$67.16 - $93.48 $119K - $166K
48.8K $4.54M
DFAI
Dimensional ETF Tr

ETFs
7.07K
+ 1.12%
$34.05 - $36.55 $241K - $259K
638K $23.2M
LOW
Lowes Companies Inc

Consumer Cyclical
4.97K
+ 160.82%
$215.01 - $273.02 $1.07M - $1.36M
8.06K $2.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.5K
+ 8.74%
$224.68 - $282.71 $336K - $423K
18.6K $5.2M
Activity Summary
Buys All Purchases 567 New Holdings 63 Increased Positions 504 Sells All Sells 333 Reductions 333 Sold out 0 Options Calls 0 Puts 0
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