Dynamic Advisor Solutions LLC Purchases in Q3 2024

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
29.5K
+ 92.25%
$517.38 - $573.86 $15.3M - $16.9M
61.5K $35.3M
AAPL
Apple Inc.

Technology
3.62K
+ 0.75%
$207.23 - $234.82 $750K - $850K
488K $114M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
148K
+ 11.82%
$41.34 - $43.55 $6.11M - $6.43M
1.4M $60.4M
IVV
Ishares Core S&P 500 ETF

ETFs
5.51K
+ 4.54%
$520.18 - $576.82 $2.86M - $3.18M
127K $73.1M
TSLA
Tesla, Inc.

Consumer Cyclical
2.97K
+ 3.49%
$191.76 - $263.26 $570K - $783K
88.2K $23.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
39.5K
+ 8.86%
$71.45 - $75.64 $2.82M - $2.99M
485K $36.5M
GTO
Invesco Actively Managed ETF T

ETFs
57.9K
+ 11.98%
$46.22 - $48.77 $2.68M - $2.82M
541K $26.1M
ING
Ing Groep Nv

Financial Services
205K
New
$16.55 - $18.66 $3.4M - $3.83M
205K $3.73M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
99.9K
New
$32.65 - $36.69 $3.26M - $3.66M
99.9K $3.63M
PEG
Public Service Enterprise Group Inc

Utilities
39.1K
+ 759.84%
$73.58 - $89.21 $2.88M - $3.49M
44.3K $3.95M
SHW
Sherwin Williams CO

Basic Materials
88
+ 0.22%
$294.65 - $384.0 $25.9K - $33.8K
40.2K $15.3M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
25.2K
+ 35.31%
$94.32 - $105.04 $2.38M - $2.65M
96.5K $10.1M
META
Meta Platforms, Inc.

Communication Services
1.51K
+ 4.3%
$453.41 - $572.44 $683K - $863K
36.5K $20.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
71.2K
+ 9.75%
$32.36 - $33.78 $2.3M - $2.41M
801K $27M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.4K
+ 3.39%
$44.65 - $47.21 $1.4M - $1.48M
957K $44.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17K
+ 5.45%
$75.47 - $83.18 $1.28M - $1.41M
328K $27.3M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
102K
+ 19.89%
$23.56 - $24.48 $2.41M - $2.51M
617K $15.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.91K
+ 0.38%
$60.84 - $67.51 $177K - $196K
759K $51.3M
IWM
Ishares Russell 2000 ETF

ETFs
7.1K
+ 10.8%
$200.87 - $224.6 $1.43M - $1.6M
72.9K $16.1M
FNDF
Schwab Fundamental Intl Large

ETFs
39.3K
+ 8.9%
$33.67 - $37.71 $1.32M - $1.48M
481K $18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
17.2K
+ 14.74%
$89.91 - $101.33 $1.55M - $1.75M
134K $13.2M
XLU
Utilities Sector Spdr

ETFs
9.6K
+ 9.03%
$67.67 - $80.78 $649K - $775K
116K $9.36M
SPTS
Spdr Portfolio Short Term Trea

ETFs
70.8K
New
$28.75 - $29.46 $2.03M - $2.08M
70.8K $2.08M
JHMM
John Hancock Multifactor Mid C

ETFs
64
+ 0.02%
$54.25 - $60.2 $3.47K - $3.85K
379K $22.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.24K
+ 138.39%
$386.81 - $423.12 $1.64M - $1.79M
7.3K $3.09M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
626
+ 0.21%
$101.72 - $112.94 $63.7K - $70.7K
299K $33.8M
IBM
International Business Machines Corp

Technology
152
+ 0.41%
$175.1 - $223.38 $26.6K - $34K
37.3K $8.24M
GQRE
Flexshares Tr Global Quality R

ETFs
8.85K
+ 5.45%
$54.18 - $62.97 $480K - $558K
171K $10.7M
VTV
Vanguard Value ETF

ETFs
1.25K
+ 1.13%
$159.75 - $174.57 $200K - $218K
112K $19.5M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
24.4K
+ 20.81%
$46.17 - $51.13 $1.13M - $1.25M
142K $7.25M
DFAI
Dimensional ETF Tr

ETFs
15.4K
+ 2.7%
$28.69 - $32.06 $443K - $495K
587K $18.7M
VNLA
Janus Henderson Short Duration

ETFs
30.2K
+ 8.72%
$48.34 - $49.08 $1.46M - $1.48M
377K $18.5M
VEA
Vanguard Ftse Developed Market

ETFs
8.89K
+ 2.71%
$47.6 - $53.31 $423K - $474K
337K $17.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.71K
+ 0.42%
$61.11 - $67.85 $105K - $116K
408K $27.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
28.2K
+ 243.86%
$49.83 - $62.75 $1.4M - $1.77M
39.7K $2.29M
AXP
American Express CO

Financial Services
3.77K
+ 29.45%
$225.92 - $271.17 $852K - $1.02M
16.6K $4.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
26.9K
+ 9.37%
$30.74 - $34.07 $826K - $915K
314K $10.7M
DFAR
Dimensional ETF Tr Dimensional

ETFs
10.3K
+ 2.94%
$21.91 - $26.03 $227K - $269K
362K $9.28M
AVEM
American Centy ETF Tr Avantis

ETFs
13.4K
+ 7.42%
$57.2 - $65.59 $768K - $881K
194K $12.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
17.8K
+ 13.56%
$51.29 - $56.57 $911K - $1M
149K $8.42M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
35.3K
+ 4.38%
$24.39 - $25.28 $862K - $893K
841K $21.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.6K
+ 21.22%
$81.31 - $83.29 $1.27M - $1.3M
88.9K $7.39M
CAT
Caterpillar Inc

Industrials
61
+ 0.26%
$316.8 - $391.12 $19.3K - $23.9K
23.8K $9.29M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.36K
+ 1.37%
$59.25 - $65.33 $199K - $219K
248K $16.1M
MPC
Marathon Petroleum Corp

Energy
9.16K
+ 80.12%
$158.61 - $180.75 $1.45M - $1.66M
20.6K $3.35M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12K
+ 3.44%
$38.51 - $41.69 $464K - $502K
362K $15.1M
PLTR
Palantir Technologies Inc.

Technology
15.3K
+ 23.75%
$24.09 - $37.95 $368K - $579K
79.6K $2.96M
ASTS
Ast Space Mobile, Inc.

Communication Services
40.3K
+ 263.74%
$10.72 - $38.6 $432K - $1.56M
55.6K $1.45M
DFAE
Dimensional ETF Tr

ETFs
17.3K
+ 3.38%
$24.46 - $27.82 $422K - $480K
528K $14.5M
Activity Summary
Buys All Purchases 452 New Holdings 75 Increased Positions 377 Sells All Sells 449 Reductions 449 Sold out 0 Options Calls 0 Puts 0
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