Dynamic Advisor Solutions LLC Purchases in Q2 2025

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
733
+ 6.25%
$438.31 - $527.29 $321K - $387K
12.5K $6.57M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.12K
+ 87.36%
$50.08 - $63.14 $407K - $513K
17.4K $1.1M
MSI
Motorola Solutions, Inc.

Technology
1.46K
+ 49.74%
$394.72 - $440.39 $575K - $641K
4.38K $1.84M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.61K
+ 78.1%
$60.34 - $74.89 $399K - $495K
15.1K $1.13M
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.98K
+ 3.76%
$47.09 - $48.01 $423K - $431K
248K $11.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.28K
+ 3.24%
$81.46 - $94.63 $267K - $310K
105K $9.89M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.14K
+ 9.5%
$24.94 - $31.15 $203K - $254K
93.8K $2.92M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.2K
+ 17.44%
$59.24 - $71.39 $308K - $371K
35K $2.49M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.29K
+ 22.18%
$58.63 - $59.9 $486K - $497K
45.7K $2.73M
IHDG
Wisdomtree Tr

ETFs
4.9K
+ 2.11%
$38.54 - $46.0 $189K - $225K
237K $10.7M
LAMR
Lamar Advertising CO

Real Estate
1.3K
+ 2.88%
$102.35 - $121.67 $133K - $158K
46.3K $5.61M
COF
Capital One Financial Corp

Financial Services
755
+ 7.54%
$150.57 - $212.76 $114K - $161K
10.8K $2.29M
ING
Ing Groep Nv

Financial Services
1.51K
+ 0.74%
$16.62 - $21.98 $25K - $33.1K
204K $4.46M
RTX
Raytheon Technologies Corp

Industrials
155
+ 0.45%
$113.75 - $148.48 $17.6K - $23K
34.8K $5.08M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.91K
+ 0.51%
$36.25 - $42.28 $69.4K - $80.9K
376K $15.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
14.1K
+ 1.53%
$24.48 - $24.9 $345K - $351K
936K $23.3M
NVO
Novo Nordisk A S

Healthcare
6.92K
+ 29.03%
$58.08 - $81.05 $402K - $561K
30.8K $2.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.4K
+ 9.59%
$24.32 - $27.87 $740K - $848K
348K $9.21M
VOT
Vanguard Mid Cap Growth Index

ETFs
23
+ 0.2%
$216.28 - $284.39 $4.97K - $6.54K
11.3K $3.2M
AMAT
Applied Materials Inc

Technology
703
+ 8.11%
$126.95 - $183.52 $89.2K - $129K
9.37K $1.71M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
257
+ 0.55%
$65.04 - $82.18 $16.7K - $21.1K
47.3K $3.89M
DE
Deere & CO

Industrials
15
+ 0.13%
$412.99 - $531.48 $6.19K - $7.97K
11.4K $5.77M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.86K
+ 54.58%
$101.93 - $128.63 $291K - $368K
8.1K $1.04M
FIX
Comfort Systems Usa Inc

Industrials
13
+ 0.64%
$296.51 - $536.21 $3.85K - $6.97K
2.05K $1.1M
C
Citigroup Inc

Financial Services
4.29K
+ 79.35%
$58.13 - $85.12 $250K - $365K
9.7K $825K
EWG
Ishares Msci Germany ETF

ETFs
10.3K
New
$33.22 - $42.57 $344K - $440K
10.3K $437K
BNDX
Vanguard Total International B

ETFs
5.47K
+ 2.38%
$48.77 - $49.55 $267K - $271K
235K $11.6M
GQRE
Flexshares Tr Global Quality R

ETFs
493
+ 0.25%
$51.85 - $60.01 $25.6K - $29.6K
198K $11.8M
HYLB
Xtrackers Usd High Yield Corp

ETFs
7.62K
+ 4.39%
$34.72 - $36.92 $265K - $281K
181K $6.69M
V
Visa Inc.

Financial Services
737
+ 2.19%
$308.27 - $373.31 $227K - $275K
34.5K $12.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.02K
+ 5.39%
$29.52 - $35.31 $178K - $213K
118K $4.16M
HL
Hecla Mining CO

Basic Materials
60.3K
+ 55.41%
$4.54 - $6.45 $274K - $389K
169K $1.01M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
9K
+ 6.25%
$42.72 - $44.24 $385K - $398K
153K $6.72M
TTEK
Tetra Tech Inc

Industrials
11.1K
New
$28.01 - $36.25 $311K - $403K
11.1K $399K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.89K
+ 17.22%
$108.12 - $135.04 $204K - $255K
12.8K $1.73M
TTD
Trade Desk, Inc.

Technology
1.07K
+ 5.86%
$45.27 - $79.4 $48.2K - $84.6K
19.2K $1.39M
JPIE
J P Morgan Exchange Traded Fd
8.04K
+ 39.83%
$45.12 - $46.32 $363K - $373K
28.2K $1.31M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.87K
+ 19.69%
$60.06 - $66.28 $293K - $323K
29.6K $1.96M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.76K
+ 4.45%
$100.04 - $100.54 $376K - $378K
88.1K $8.86M
BK
Bank Of New York Mellon Corp

Financial Services
2.38K
+ 11.3%
$73.31 - $91.62 $174K - $218K
23.4K $2.13M
CDNS
Cadence Design Systems Inc

Technology
548
+ 15.17%
$231.64 - $323.08 $127K - $177K
4.16K $1.28M
AIQ
Global X Funds Global X Artifi

ETFs
1.99K
+ 5.35%
$31.5 - $43.69 $62.8K - $87.1K
39.3K $1.72M
XLP
Consumer Staples Sector Spdr

ETFs
4.68K
+ 6.84%
N/A
73.2K $5.56M
CCJ
Cameco Corp

Energy
4.79K
New
$36.68 - $74.46 $176K - $357K
4.79K $355K
ARB
Altshares Tr Merger Arbitrage

Industrials
12.2K
+ 31.37%
$27.88 - $28.49 $339K - $346K
50.9K $1.45M
COIN
Coinbase Global, Inc.

Technology
999
New
$151.47 - $375.07 $151K - $375K
999 $350K
ENFR
Alerian Energy Infrastructure

ETFs
10.8K
+ 106.57%
$28.49 - $33.44 $309K - $363K
21K $677K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.07K
New
$66.89 - $111.18 $205K - $341K
3.07K $341K
EVR
Evercore Inc.

Financial Services
293
+ 7.86%
$163.77 - $271.5 $48K - $79.5K
4.02K $1.09M
Activity Summary
Buys All Purchases 530 New Holdings 80 Increased Positions 450 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 2 Puts 1
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