DA
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Dynamic Advisor Solutions LLC13F | |
| Dynamic Advisor Solutions LLC | |
| Last update 2025-04-17 | 847 Stocks (238 new) |
| Value $3.04 Bil | Turnover 29 % |
Dynamic Advisor Solutions LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 450,088 | 99,978.1 | +0.19% | 3.290 | +0.01% | 0.000 | -4.99% | -14.96% | 3,172,966.9 | Hardware | |
QQQ | INVESCO QQQ Trust | 147,336 | 69,088.6 | -5.54% | 2.280 | -0.19% | 0.020 | +15.81% | +8.02% | 353,751.3 | ||
DFCF | Dimensional Core Fixed Income ETF | 1,469,863 | 61,822.4 | +1.65% | 2.040 | +0.03% | 0.940 | +1.34% | +4.33% | 7,087.9 | ||
MSFT | Microsoft Corp | 151,671 | 56,935.6 | -0.19% | 1.880 | -0.01% | 0.000 | +28.75% | +16.96% | 3,650,048.0 | Software | |
SPLG | SPDR Portfolio S&P 500 ETF | 742,383 | 48,819.1 | New Holding | 1.610 | +1.61% | 0.080 | +10.24% | +6.51% | 72,126.6 | ||
FBND | Fidelity Total Bond ETF | 1,022,826 | 46,692.0 | +3.18% | 1.540 | +0.05% | 0.240 | +1.15% | +4.19% | 18,574.3 | ||
DFUS | Dimensional U.S. Equity Market ETF | 655,212 | 39,627.2 | +0.39% | 1.310 | +0.01% | 0.290 | +10.37% | +6.16% | 15,609.7 | ||
NVDA | NVIDIA Corp | 357,307 | 38,724.9 | -2.73% | 1.280 | -0.06% | 0.000 | +42.42% | +17.12% | 3,834,943.3 | Semiconductors | |
BND | Vanguard Total Bond Market ETF | 512,708 | 37,658.4 | New Holding | 1.240 | +1.24% | 0.030 | +0.81% | +3.86% | 126,681.9 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 1,125,611 | 37,133.9 | +3.55% | 1.220 | +0.04% | 0.120 | +8.96% | +5.43% | 35,177.9 |
Dynamic Advisor Solutions LLC's Historical Top Holdings Breakdowns
Dynamic Advisor Solutions LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | New Buy New Buy | +1.61% | 64.88 ($69.16) 72.1 | $72.97 | 5.51% | New holding | 742,383 | 742,383 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | New Buy New Buy | +1.24% | 71.17 ($72.57) 73.66 | $73.26 | 0.95% | New holding | 512,708 | 512,708 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | New Buy New Buy | +1.09% | 271.18 ($290.53) 303.12 | $305.51 | 5.16% | New holding | 120,222 | 120,222 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | New Buy New Buy | +0.91% | 21.75 ($23.28) 24.28 | $24.56 | 5.50% | New holding | 1,245,576 | 1,245,576 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-03-31 | New Buy New Buy | +0.89% | 32.9 ($35.31) 37.45 | $40.43 | 14.50% | New holding | 743,814 | 743,814 | |
PLW | Invesco 1-30 Laddered Treasury ETF | 2025-03-31 | Reduce Reduce | -0.82% | 26.57 ($27.37) 28.12 | $27.88 | 1.86% | Reduce -86.99% | 104,687 | -700,055 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.81% | 77.7 ($78.41) 78.94 | $79.16 | 0.96% | New holding | 312,546 | 312,546 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | New Buy New Buy | +0.80% | 25.58 ($27.85) 29.24 | $28.55 | 2.51% | New holding | 923,532 | 923,532 | |
TSLA | Tesla Inc | 2025-03-31 | New Buy New Buy | +0.75% | 222.15 ($333.26) 428.22 | $315.65 | -5.28% | New holding | 87,447 | 87,447 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | New Buy New Buy | +0.73% | 23.16 ($25.49) 27.04 | $25.90 | 1.61% | New holding | 943,056 | 943,056 |
Dynamic Advisor Solutions LLC Total Holding History ($B)
Dynamic Advisor Solutions LLC's Asset Allocation
Dynamic Advisor Solutions LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Dynamic Advisor Solutions LLC's Hypothetical Growth since 2025-03-31
Dynamic Advisor Solutions LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Dynamic Advisor Solutions LLC's Holdings Heat Map
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Dynamic Advisor Solutions LLC's Holdings Bubble Chart
Dynamic Advisor Solutions LLC News
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