Dynamic Advisor Solutions LLC Reduced Holdings in Q2 2025

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROAM
Hartford Multifactor Emerging

ETFs
-1.24K
- 5.27%
$20.9 - $26.42 $26K - $32.8K
22.4K $588K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.35K
- 3.9%
$114.78 - $133.31 $270K - $314K
57.9K $7.72M
MGC
Vanguard Mega Cap ETF

ETFs
-30
- 1.87%
$179.23 - $224.92 $5.38K - $6.75K
1.57K $354K
AVEM
American Centy ETF Tr Avantis

ETFs
-5.45K
- 11.2%
$53.08 - $68.54 $289K - $374K
43.2K $2.96M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-22
- 0.22%
$70.7 - $82.14 $1.56K - $1.81K
10.2K $833K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-277
- 4.96%
$42.19 - $56.47 $11.7K - $15.6K
5.31K $299K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-123
- 3.85%
$468.22 - $566.51 $57.6K - $69.7K
3.07K $1.74M
IOO
Ishares Tr Global 100 ETF

ETFs
-29
- 0.86%
$84.95 - $107.81 $2.46K - $3.13K
3.35K $360K
ENB
Enbridge Inc

Energy
-331
- 0.65%
$41.09 - $47.16 $13.6K - $15.6K
50.3K $2.28M
ES
Eversource Energy

Utilities
-59
- 0.22%
$54.25 - $65.89 $3.2K - $3.89K
27K $1.72M
NDAQ
Nasdaq, Inc.

Financial Services
-7
- 0.23%
$66.4 - $89.42 $465 - $626
3K $268K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.25K
- 5.34%
$34.72 - $42.74 $78.1K - $96.2K
39.9K $1.7M
HYG
Ishares Tr

ETFs
-111
- 0.38%
$75.75 - $80.65 $8.41K - $8.95K
28.8K $2.32M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-316
- 3.03%
$30.96 - $40.6 $9.78K - $12.8K
10.1K $408K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-542
- 1.23%
$47.29 - $53.34 $25.6K - $28.9K
43.4K $2.28M
CARR
Carrier Global Corp

Industrials
-71
- 1.4%
$55.55 - $75.83 $3.94K - $5.38K
4.99K $365K
SNOW
Snowflake Inc.

Technology
-694
- 26.89%
$130.53 - $223.77 $90.6K - $155K
1.89K $422K
IPO
Renaissance Cap Greenwich Fds

ETFs
-775
- 6.97%
$32.6 - $44.94 $25.3K - $34.8K
10.3K $464K
DFAX
Dimensional ETF Tr
-2.41K
- 6.52%
$23.37 - $29.39 $56.4K - $70.9K
34.6K $1.02M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-2.92K
- 3.81%
$24.63 - $29.39 $71.9K - $85.8K
73.7K $2.13M
HEFA
Ishares Currency Hedged Msci E

ETFs
-382
- 1.02%
$32.11 - $38.21 $12.3K - $14.6K
37.2K $1.41M
LHX
L3 Harris Technologies, Inc.

Industrials
-53
- 3.4%
$200.21 - $256.99 $10.6K - $13.6K
1.51K $377K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-213
- 2.42%
$29.7 - $38.02 $6.33K - $8.1K
8.57K $325K
MNST
Monster Beverage Corp

Consumer Defensive
-51
- 0.35%
$55.01 - $64.24 $2.81K - $3.28K
14.4K $901K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-3.27K
- 4.35%
$7.65 - $9.71 $25K - $31.8K
72K $694K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.38K
- 7.26%
$30.87 - $39.17 $104K - $133K
43.2K $1.69M
XLF
Financial Sector Spdr

ETFs
-513
- 1.77%
$43.92 - $52.37 $22.5K - $26.9K
28.5K $1.49M
JCI
Johnson Controls International PLC

Industrials
-807
- 13.48%
$71.14 - $105.62 $57.4K - $85.2K
5.18K $547K
BA
Boeing CO

Industrials
-1.16K
- 14.48%
$136.59 - $217.51 $158K - $251K
6.82K $1.43M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.4K
- 3.33%
$37.51 - $45.52 $52.7K - $63.9K
40.7K $1.84M
NET
Cloudflare, Inc.

Technology
-454
- 22.91%
$97.08 - $195.83 $44.1K - $88.9K
1.53K $299K
APP
App Lovin Corp

Technology
-36
- 3.39%
$219.37 - $417.89 $7.9K - $15K
1.03K $358K
CEG
Constellation Energy Corp

Utilities
-261
- 19.18%
$170.96 - $322.76 $44.6K - $84.2K
1.1K $355K
VEU
Vanguard Ftse All World Ex Us

ETFs
-56
- 0.4%
$54.19 - $67.22 $3.03K - $3.76K
14.1K $944K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.46K
- 3.13%
$71.28 - $83.74 $104K - $122K
45.2K $3.78M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-93
- 7.94%
$177.93 - $313.14 $16.5K - $29.1K
1.08K $337K
VV
Vanguard Large Cap ETF

ETFs
-2
- 0.06%
$228.25 - $285.3 $457 - $571
3.56K $1.02M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.44K
- 3.31%
$45.88 - $54.4 $204K - $241K
130K $7.06M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-120
- 1.47%
$29.19 - $50.24 $3.5K - $6.03K
8.04K $403K
GLW
Corning Inc

Technology
-393
- 1.76%
$39.07 - $52.59 $15.4K - $20.7K
22K $1.16M
IXN
Ishares Global Information Tec

ETFs
-7
- 0.08%
$65.81 - $92.34 $461 - $646
8.26K $762K
MTB
M&T Bank Corp

Financial Services
-54
- 0.54%
$156.58 - $193.99 $8.46K - $10.5K
9.88K $1.92M
MPC
Marathon Petroleum Corp

Energy
-424
- 3.99%
$118.55 - $170.08 $50.3K - $72.1K
10.2K $1.69M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-245
- 0.99%
$75.29 - $91.16 $18.4K - $22.3K
24.5K $2.21M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-826
- 0.95%
$107.61 - $119.09 $88.9K - $98.4K
86.1K $10.2M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-262
- 0.71%
$27.65 - $36.12 $7.24K - $9.46K
36.8K $1.33M
MRSK
Toews Agility Shares Managed R

Technology
-10
- 0.01%
$30.02 - $33.57 $300 - $336
76.6K $2.57M
FDN
First Tr Fd Dow Jones

ETFs
-145
- 3.41%
$200.29 - $269.33 $29K - $39.1K
4.11K $1.11M
IVW
Ishares S&P 500 Growth ETF

ETFs
-89
- 0.88%
$82.96 - $110.1 $7.38K - $9.8K
9.98K $1.1M
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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