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
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.51K
New
$23.4 - $29.68 $176K - $223K
7.51K $223K
DUOL
Duolingo, Inc.

Technology
544
New
$292.88 - $540.68 $159K - $294K
544 $223K
CHKP
Check Point Software Technologies LTD

Technology
1.01K
New
$204.26 - $233.47 $207K - $236K
1.01K $223K
AVUV
American Centy ETF Tr Avantis

ETFs
1.32K
+ 5.12%
$75.17 - $91.21 $99K - $120K
27K $2.46M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.96K
New
$91.51 - $113.03 $179K - $222K
1.96K $221K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
6.7K
New
$27.24 - $33.15 $182K - $222K
6.7K $220K
RBLX
Roblox Corp

Communication Services
51
+ 1.11%
$51.22 - $105.59 $2.61K - $5.39K
4.64K $487K
SONY
Sony Group Corp

Technology
8.47K
New
$21.24 - $26.88 $180K - $228K
8.47K $220K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
388
+ 2.58%
$57.46 - $75.58 $22.3K - $29.3K
15.4K $1.17M
BSX
Boston Scientific Corp

Healthcare
1.7K
+ 33.0%
$89.7 - $107.41 $153K - $183K
6.87K $737K
DISV
Dimensional ETF Tr Dimensional

ETFs
6.55K
New
$25.93 - $32.91 $170K - $216K
6.55K $215K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.46K
New
$70.56 - $87.22 $174K - $215K
2.46K $214K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.8K
+ 60.88%
$55.15 - $68.11 $154K - $191K
7.39K $502K
TWLO
Twilio Inc

Communication Services
1.72K
New
$81.34 - $124.36 $139K - $213K
1.72K $213K
NXPI
Nxp Semiconductors N.V.

Technology
288
+ 5.45%
$153.5 - $218.72 $44.2K - $63K
5.57K $1.22M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.01K
New
$144.94 - $210.94 $146K - $213K
1.01K $213K
VNT
Vontier Corp

Technology
2.46K
+ 8.27%
$28.04 - $37.3 $68.8K - $91.6K
32.1K $1.19M
CYBR
Cyber Ark Software Ltd.

Technology
270
+ 18.56%
$305.98 - $406.88 $82.6K - $110K
1.73K $701K
ITA
Ishares Tr

ETFs
1.11K
New
$135.31 - $188.64 $150K - $210K
1.11K $209K
TAXF
American Centy ETF Tr Diversif

ETFs
5.48K
+ 5.08%
$47.8 - $49.79 $262K - $273K
113K $5.55M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.69K
New
$98.58 - $123.6 $166K - $209K
1.69K $208K
DHI
Horton D R Inc

Consumer Cyclical
1.23K
+ 4.54%
$115.1 - $129.63 $142K - $159K
28.3K $3.65M
SAP
Sap Se

Technology
413
+ 18.39%
$237.53 - $309.8 $98.1K - $128K
2.66K $808K
SQ
Block, Inc.

Technology
3.59K
New
N/A
3.59K $205K
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
5K
New
$38.95 - $41.19 $195K - $206K
5K $205K
SO
Southern CO

Utilities
2.35K
+ 2.61%
$84.91 - $92.56 $200K - $218K
92.4K $8.49M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.03K
New
$54.28 - $67.95 $165K - $206K
3.03K $205K
VEEV
Veeva Systems Inc

Healthcare
709
New
$209.39 - $289.94 $148K - $206K
709 $204K
ADBE
Adobe Inc.

Technology
383
+ 2.27%
$340.0 - $420.68 $130K - $161K
17.2K $6.67M
FPX
First Trust Us Equity Opportun

ETFs
1.41K
New
$99.2 - $144.91 $140K - $205K
1.41K $204K
IQDY
Flexshares International Quali

ETFs
6.32K
New
$25.6 - $32.45 $162K - $205K
6.32K $204K
MAR
Marriott International Inc

Consumer Cyclical
745
New
$211.12 - $274.14 $157K - $204K
745 $203K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.35K
New
$113.67 - $150.4 $153K - $202K
1.35K $202K
STX
Seagate Technology Holdings PLC

Technology
1.39K
New
$66.54 - $144.33 $92.7K - $201K
1.39K $201K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
23.7K
+ 10.09%
$12.71 - $14.52 $301K - $344K
259K $3.6M
ENOV
Enovis Corp

Industrials
10.6K
+ 55.02%
$29.65 - $37.35 $313K - $395K
29.8K $933K
IQV
Iqvia Holdings Inc.

Healthcare
1.47K
+ 83.28%
$137.0 - $174.37 $202K - $257K
3.24K $511K
LMT
Lockheed Martin Corp

Industrials
27
+ 0.24%
$430.82 - $486.45 $11.6K - $13.1K
11.1K $5.16M
NOC
Northrop Grumman Corp

Industrials
676
+ 5.61%
$456.3 - $540.39 $308K - $365K
12.7K $6.36M
EEM
Ishares Msci Emerging Markets

ETFs
1.86K
+ 8.79%
$38.52 - $48.28 $71.5K - $89.6K
22.9K $1.11M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.87K
+ 45.33%
$20.16 - $20.49 $179K - $182K
28.4K $582K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.78K
+ 46.27%
$50.47 - $54.75 $191K - $207K
11.9K $626K
STLG
Ishares Factors Us Growth Styl

ETFs
3.62K
+ 25.8%
N/A
17.6K $887K
URI
United Rentals, Inc.

Industrials
74
+ 7.71%
$551.94 - $753.4 $40.8K - $55.8K
1.03K $779K
ATNI
Atn International, Inc.

Communication Services
10.8K
New
$14.04 - $20.27 $152K - $220K
10.8K $176K
AWI
Armstrong World Industries Inc

Industrials
438
+ 9.03%
$126.1 - $163.12 $55.2K - $71.4K
5.29K $858K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.03K
+ 2.9%
$29.0 - $30.68 $175K - $185K
214K $6.57M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.04%
$272.36 - $339.57 $545 - $679
5.01K $1.7M
FYLD
Cambria Foreign Shareholder Yi

ETFs
1.94K
+ 3.88%
$23.46 - $29.42 $45.6K - $57.2K
52K $1.52M
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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