Dynamic Advisor Solutions LLC Incresed Positions in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.86K
+ 2.11%
$100.16 - $100.7 $186K - $187K
89.9K $9.06M
AVLV
American Centy ETF Tr Avantis
628
+ 1.68%
$68.33 - $72.69 $42.9K - $45.6K
38K $2.75M
ARB
Altshares Tr Merger Arbitrage

Industrials
5.76K
+ 11.32%
$28.45 - $29.03 $164K - $167K
56.6K $1.64M
BX
Blackstone Inc.

Financial Services
255
+ 3.58%
$152.77 - $188.68 $39K - $48.1K
7.38K $1.26M
LHX
L3 Harris Technologies, Inc.

Industrials
363
+ 24.1%
$252.18 - $305.41 $91.5K - $111K
1.87K $570K
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.1K
+ 16.15%
$29.2 - $32.74 $120K - $134K
29.5K $938K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.54K
+ 8.7%
$45.07 - $47.56 $160K - $168K
44.2K $2.03M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
4.87K
+ 6.61%
$28.42 - $30.45 $138K - $148K
78.6K $2.31M
JPIB
Jpmorgan International Bond Op

ETFs
3.6K
+ 25.06%
$48.32 - $49.13 $174K - $177K
18K $880K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
8.93K
+ 46.18%
$20.07 - $20.17 $179K - $180K
28.3K $568K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.13K
+ 8.67%
$86.07 - $90.74 $183K - $193K
26.6K $2.39M
PPA
Invesco Exchange Traded Fd Tr

ETFs
468
+ 6.26%
$139.82 - $155.45 $65.4K - $72.8K
7.94K $1.23M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.75K
+ 6.02%
$58.97 - $60.36 $162K - $166K
48.4K $2.91M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
839
+ 28.55%
$366.54 - $479.53 $308K - $402K
3.78K $1.48M
NTIC
Northern Technologies International Corp

Basic Materials
19.2K
+ 28.3%
$7.27 - $8.87 $139K - $170K
86.9K $672K
HYLB
Xtrackers Usd High Yield Corp

ETFs
3.65K
+ 2.02%
$36.55 - $37.16 $133K - $136K
185K $6.86M
SAP
Sap Se

Technology
988
+ 37.16%
$252.42 - $311.93 $249K - $308K
3.65K $974K
EEM
Ishares Msci Emerging Markets

ETFs
893
+ 3.89%
$48.07 - $53.4 $42.9K - $47.7K
23.8K $1.27M
NSC
Norfolk Southern Corp

Industrials
120
+ 4.2%
$259.49 - $300.41 $31.1K - $36K
2.98K $894K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.33K
+ 1.36%
$95.22 - $96.21 $127K - $128K
99.5K $9.57M
PVAL
Putnam ETF Tr Putnam Focused L
2.01K
+ 6.85%
$39.93 - $42.72 $80.3K - $86K
31.4K $1.34M
IEMG
Ishares Inc

ETFs
2.92K
+ 8.11%
N/A
39K $2.09M
ICFI
Icf International, Inc.

Industrials
1.26K
+ 26.78%
$82.78 - $100.58 $105K - $127K
5.98K $554K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.82K
+ 8.72%
$50.09 - $50.73 $141K - $143K
35.1K $1.78M
WPC
W. P. Carey Inc.

Real Estate
1.87K
+ 35.27%
$61.29 - $68.7 $115K - $129K
7.19K $485K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
7.65K
+ 13.01%
$7.02 - $9.1 $53.7K - $69.6K
66.5K $552K
IQLT
Ishares Msci Intl Quality Fact

ETFs
345
+ 0.24%
$41.43 - $44.2 $14.3K - $15.2K
141K $6.25M
CYBR
Cyber Ark Software Ltd.

Technology
38
+ 2.2%
$374.8 - $491.1 $14.2K - $18.7K
1.76K $851K
TER
Teradyne, Inc

Technology
217
+ 8.65%
$90.15 - $137.64 $19.6K - $29.9K
2.73K $375K
HEQT
Simplify Exchange Traded Fds H
350
+ 0.3%
$30.02 - $31.27 $10.5K - $10.9K
117K $3.64M
PEG
Public Service Enterprise Group Inc

Utilities
2.19K
+ 4.4%
$79.99 - $90.14 $175K - $197K
51.8K $4.33M
LAMR
Lamar Advertising CO

Real Estate
802
+ 1.73%
$114.98 - $128.82 $92.2K - $103K
47.1K $5.76M
AZO
Autozone Inc

Consumer Cyclical
13
+ 8.18%
$3649.42 - $4354.54 $47.4K - $56.6K
172 $737K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.83K
+ 11.84%
$70.85 - $76.96 $129K - $141K
17.3K $1.31M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
396
+ 1.54%
$76.29 - $80.63 $30.2K - $31.9K
26.1K $2.1M
ET
Energy Transfer LP

Energy
16.6K
+ 11.46%
$17.11 - $18.16 $284K - $301K
161K $2.77M
STX
Seagate Technology Holdings PLC

Technology
53
+ 3.8%
$142.01 - $236.06 $7.53K - $12.5K
1.45K $341K
EWJ
Ishares Msci Japan ETF

ETFs
869
+ 6.51%
$71.69 - $81.49 $62.3K - $70.8K
14.2K $1.14M
TRV
Travelers Companies, Inc.

Financial Services
278
+ 5.27%
$250.62 - $279.43 $69.7K - $77.7K
5.55K $1.55M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
14.6K
+ 19.42%
$8.65 - $9.01 $126K - $131K
89.6K $796K
SHW
Sherwin Williams CO

Basic Materials
73
+ 0.19%
$330.88 - $375.23 $24.2K - $27.4K
39.3K $13.6M
DFAX
Dimensional ETF Tr
2.19K
+ 6.33%
$29.25 - $31.56 $64.1K - $69.1K
36.8K $1.15M
IQV
Iqvia Holdings Inc.

Healthcare
166
+ 5.12%
$157.68 - $200.82 $26.2K - $33.3K
3.41K $647K
RYLD
Global X Fds Russell 2000 Cove

ETFs
8.85K
+ 40.06%
$14.46 - $15.29 $128K - $135K
30.9K $465K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
2.64K
+ 52.53%
$45.92 - $47.76 $121K - $126K
7.65K $363K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.62K
+ 39.31%
$45.72 - $47.27 $120K - $124K
9.28K $435K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.77K
+ 4.83%
$52.55 - $54.37 $93.1K - $96.3K
38.5K $2.08M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
4.74K
+ 8.25%
$25.39 - $25.57 $120K - $121K
62.2K $1.59M
IWS
Ishares Russell Midcap Value E

ETFs
800
+ 47.76%
$132.83 - $140.61 $106K - $112K
2.48K $345K
Activity Summary
Buys All Purchases 567 New Holdings 63 Increased Positions 504 Sells All Sells 333 Reductions 333 Sold out 0 Options Calls 0 Puts 0
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