Dynamic Advisor Solutions LLC Purchases in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
9.7K
+ 1.58%
$28.88 - $32.4 $280K - $314K
625K $19.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
55.9K
New
$25.69 - $26.78 $1.44M - $1.5M
55.9K $1.5M
JHMM
John Hancock Multifactor Mid C

ETFs
41.8K
+ 11.24%
$55.69 - $63.12 $2.33M - $2.64M
414K $23.7M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
8.07K
+ 10.23%
$107.24 - $116.37 $866K - $939K
86.9K $10.1M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
56K
New
$25.44 - $25.58 $1.43M - $1.43M
56K $1.43M
XLF
Financial Sector Spdr

ETFs
29K
New
$47.32 - $52.19 $1.37M - $1.51M
29K $1.43M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
10.9K
New
$120.5 - $145.97 $1.31M - $1.59M
10.9K $1.43M
VOX
Vanguard Communication Service

ETFs
9.61K
New
$147.73 - $169.24 $1.42M - $1.63M
9.61K $1.42M
META
Meta Platforms, Inc.

Communication Services
3.2K
+ 9.66%
$576.36 - $736.67 $1.84M - $2.36M
36.3K $20.9M
TRV
Travelers Companies, Inc.

Financial Services
5.23K
New
$232.43 - $265.13 $1.22M - $1.39M
5.23K $1.38M
JNJ
Johnson & Johnson

Healthcare
2.21K
+ 4.75%
$142.06 - $167.7 $314K - $371K
48.7K $8.07M
NOW
Service Now, Inc.

Technology
1.6K
New
$783.83 - $1170.39 $1.25M - $1.87M
1.6K $1.27M
NFLX
Netflix Inc

Communication Services
1.03K
+ 13.62%
$828.4 - $1058.6 $853K - $1.09M
8.59K $8.01M
XLC
Select Sector Spdr Tr Communic

ETFs
13.2K
New
$94.84 - $105.31 $1.25M - $1.39M
13.2K $1.26M
ZTS
Zoetis Inc.

Healthcare
7.61K
New
$156.48 - $175.67 $1.19M - $1.34M
7.61K $1.25M
VGT
Vanguard Information Technolog

ETFs
2.31K
New
$543.24 - $646.34 $1.25M - $1.49M
2.31K $1.25M
XOM
Exxon Mobil Corp

Energy
1.26K
+ 1.3%
$105.44 - $118.93 $133K - $150K
98.2K $11.7M
GTO
Invesco Actively Managed ETF T

ETFs
20K
+ 3.56%
$45.9 - $47.37 $919K - $948K
582K $27.3M
ING
Ing Groep Nv

Financial Services
28K
+ 16.05%
$15.51 - $20.74 $434K - $580K
202K $3.96M
VBR
Vanguard Small Cap Value ETF

ETFs
6.59K
New
$183.02 - $207.75 $1.21M - $1.37M
6.59K $1.22M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
12.9K
New
$91.76 - $103.26 $1.18M - $1.33M
12.9K $1.19M
DHS
Wisdomtree Tr U.S

ETFs
12.1K
New
$91.55 - $99.74 $1.1M - $1.2M
12.1K $1.18M
TDG
Trans Digm Group Inc

Industrials
804
New
$1251.32 - $1394.11 $1.01M - $1.12M
804 $1.11M
VGLT
Vanguard Long Term Treasury Et

ETFs
19.3K
New
$53.99 - $58.43 $1.04M - $1.13M
19.3K $1.1M
SRE
Sempra Energy

Utilities
15.4K
New
$67.85 - $87.67 $1.05M - $1.35M
15.4K $1.1M
TMUS
T Mobile Us, Inc.

Communication Services
4.11K
New
$211.3 - $272.83 $869K - $1.12M
4.11K $1.1M
MDT
Medtronic PLC

Healthcare
9.87K
+ 49.64%
$79.84 - $94.5 $788K - $933K
29.8K $2.67M
PEP
Pepsico Inc

Consumer Defensive
7.79K
+ 16.43%
$142.64 - $156.42 $1.11M - $1.22M
55.2K $8.27M
VHT
Vanguard Health Care ETF

ETFs
3.95K
New
$254.06 - $273.83 $1M - $1.08M
3.95K $1.04M
SPSB
Spdr Portfolio Short Term Corp

ETFs
31.6K
+ 8.48%
$29.82 - $30.1 $944K - $953K
405K $12.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 50.0%
$663000.0 - $801950.0 $663K - $802K
3 $2.4M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
41.8K
+ 160.65%
$23.66 - $24.46 $988K - $1.02M
67.7K $1.64M
SCHW
Schwab Charles Corp

Financial Services
13K
New
$71.24 - $83.64 $929K - $1.09M
13K $1.02M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
13.6K
+ 12.44%
N/A
123K $9.17M
XLG
Invesco Exchange Traded Fd Tr

ETFs
22.3K
+ 404.78%
$45.72 - $51.73 $1.02M - $1.15M
27.7K $1.28M
SNPS
Synopsys Inc

Technology
2.33K
New
$428.58 - $551.54 $999K - $1.29M
2.33K $1M
TTD
Trade Desk, Inc.

Technology
18.2K
New
$53.59 - $126.58 $974K - $2.3M
18.2K $994K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
10.4K
New
$94.32 - $110.46 $976K - $1.14M
10.4K $993K
TW
Tradeweb Markets Inc.

Financial Services
6.64K
New
$123.42 - $148.46 $820K - $986K
6.64K $985K
VNT
Vontier Corp

Technology
29.7K
New
$32.1 - $40.32 $953K - $1.2M
29.7K $975K
UBER
Uber Technologies, Inc

Technology
12.9K
New
$63.17 - $81.49 $817K - $1.05M
12.9K $942K
CRWD
Crowd Strike Holdings, Inc.

Technology
2.58K
+ 118.16%
$308.86 - $455.36 $798K - $1.18M
4.77K $1.68M
ASTS
Ast Space Mobile, Inc.

Communication Services
34.9K
+ 42.61%
$17.72 - $33.8 $619K - $1.18M
117K $2.66M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.32K
New
$212.17 - $267.17 $916K - $1.15M
4.32K $915K
VV
Vanguard Large Cap ETF

ETFs
3.57K
New
$253.32 - $282.66 $903K - $1.01M
3.57K $911K
IQLT
Ishares Msci Intl Quality Fact

ETFs
14.5K
+ 11.9%
$36.91 - $41.03 $537K - $596K
137K $5.42M
RTX
Raytheon Technologies Corp

Industrials
2.69K
+ 8.4%
$114.1 - $135.66 $306K - $364K
34.7K $4.59M
WPC
W. P. Carey Inc.

Real Estate
14.1K
New
$53.5 - $65.05 $754K - $916K
14.1K $889K
DG
Dollar General Corp

Consumer Defensive
10K
New
$68.44 - $87.93 $684K - $879K
10K $879K
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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