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
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.76K
+ 30.55%
$32.56 - $57.11 $90K - $158K
11.8K $674K
RSSS
Research Solutions, Inc.

Technology
99K
+ 53.9%
$2.36 - $3.08 $234K - $305K
283K $811K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
152
+ 3.52%
$179.95 - $278.88 $27.4K - $42.4K
4.47K $1.25M
INOD
Innodata Inc

Technology
6.25K
New
$29.68 - $51.96 $185K - $325K
6.25K $319K
OWL
Blue Owl Capital Inc.

Financial Services
24.8K
+ 12.75%
$15.9 - $21.16 $395K - $525K
219K $4.22M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.13K
New
$49.48 - $61.22 $254K - $314K
5.13K $312K
DG
Dollar General Corp

Consumer Defensive
391
+ 3.91%
$86.02 - $114.95 $33.6K - $44.9K
10.4K $1.19M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.35K
+ 2.31%
$43.28 - $50.37 $145K - $169K
148K $7.44M
SNPS
Synopsys Inc

Technology
215
+ 9.22%
$380.9 - $517.66 $81.9K - $111K
2.55K $1.31M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.47K
+ 1.55%
N/A
228K $19.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.03K
+ 3.86%
$72.96 - $90.39 $75.4K - $93.5K
27.8K $2.49M
VBK
Vanguard Small Cap Growth ETF

ETFs
906
+ 55.62%
$219.76 - $276.94 $199K - $251K
2.54K $702K
SRLN
Ssga Active Trust

ETFs
6.7K
+ 54.34%
$39.47 - $41.59 $264K - $279K
19K $791K
MA
Mastercard Inc

Financial Services
71
+ 0.4%
$479.92 - $590.74 $34.1K - $41.9K
17.8K $9.99M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.2K
+ 5.59%
$14.97 - $16.79 $227K - $255K
287K $4.79M
THC
Tenet Healthcare Corp

Healthcare
1.6K
New
$110.41 - $176.0 $177K - $282K
1.6K $281K
NETL
ETF Ser Solutions Net Lease CO

ETFs
16.8K
+ 7.9%
$22.03 - $24.97 $370K - $420K
230K $5.61M
SLV
I Shares Silver Trust

ETFs
4.74K
+ 7.52%
$27.08 - $33.74 $128K - $160K
67.8K $2.22M
ET
Energy Transfer LP

Energy
18.1K
+ 14.29%
$15.65 - $18.93 $283K - $343K
145K $2.63M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.35K
+ 49.06%
$24.21 - $29.47 $202K - $246K
25.4K $746K
FDVV
Fidelity High Dividend ETF

ETFs
5.14K
New
$43.6 - $52.02 $224K - $267K
5.14K $267K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.91K
+ 1.63%
$51.14 - $57.0 $200K - $223K
244K $13.8M
CBRE
Cbre Group, Inc.

Real Estate
1.88K
New
$113.94 - $140.12 $214K - $263K
1.88K $263K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.54K
+ 78.49%
$141.87 - $164.49 $218K - $253K
3.5K $575K
IWP
Ishares Russell Mid Cap Growth

ETFs
382
+ 3.87%
$104.34 - $138.68 $39.9K - $53K
10.3K $1.42M
PH
Parker Hannifin Corp

Industrials
108
+ 5.28%
$517.23 - $700.54 $55.9K - $75.7K
2.15K $1.5M
ASML
Asml Holding Nv

Technology
119
+ 10.01%
$595.37 - $815.24 $70.8K - $97K
1.31K $1.05M
MLM
Martin Marietta Materials Inc

Basic Materials
476
New
$452.51 - $568.19 $215K - $270K
476 $261K
AVLV
American Centy ETF Tr Avantis
2.29K
+ 6.53%
$56.85 - $68.21 $130K - $156K
37.4K $2.55M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.37K
+ 5.45%
$55.54 - $69.09 $75.9K - $94.4K
26.4K $1.83M
ARKW
Ark Next Generation Internet E

ETFs
1.75K
New
$82.77 - $147.9 $145K - $259K
1.75K $258K
CGCP
Capital Group Core Plus Income

ETFs
11.3K
+ 12.45%
$21.92 - $22.56 $247K - $255K
102K $2.29M
SYK
Stryker Corp

Healthcare
265
+ 4.15%
$337.37 - $395.63 $89.4K - $105K
6.65K $2.63M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.88K
New
$104.23 - $134.39 $196K - $253K
1.88K $252K
JPMB
J P Morgan Usd Emerging Market

ETFs
6.5K
New
$36.77 - $38.96 $239K - $253K
6.5K $251K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.81K
New
$58.8 - $89.17 $165K - $251K
2.81K $250K
HDB
Hdfc Bank LTD

Financial Services
3.21K
New
$63.78 - $77.48 $205K - $249K
3.21K $246K
WDC
Western Digital Corp

Technology
3.76K
New
$30.54 - $63.99 $115K - $240K
3.76K $240K
BSJR
Invesco Indx Tr

ETFs
10.4K
New
$21.81 - $22.71 $228K - $237K
10.4K $237K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.47K
+ 1.6%
$79.56 - $82.92 $117K - $122K
93.2K $7.73M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.12K
+ 6.23%
$49.57 - $50.27 $204K - $207K
70.3K $3.53M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.02K
New
$45.9 - $48.26 $230K - $242K
5.02K $234K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.31K
+ 51.05%
$99.1 - $99.49 $229K - $230K
6.84K $680K
LVHI
Franklin International Low Vol

ETFs
6.86K
+ 19.89%
$28.91 - $33.28 $198K - $228K
41.3K $1.35M
PPA
Invesco Exchange Traded Fd Tr

ETFs
342
+ 4.8%
$105.2 - $141.69 $36K - $48.5K
7.47K $1.06M
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.83K
+ 7.25%
$55.32 - $65.02 $267K - $314K
71.4K $4.48M
TER
Teradyne, Inc

Technology
2.51K
New
$67.96 - $91.05 $171K - $228K
2.51K $225K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.1K
New
$57.14 - $72.68 $177K - $225K
3.1K $225K
GLDM
World Gold Trust

ETFs
3.12K
+ 60.16%
$58.96 - $67.97 $184K - $212K
8.3K $543K
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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