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Dynamic Advisor Solutions LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Advisor Solutions LLC on DFAC, newest first. How the timeline and the estimate are built.

Dynamic Advisor Solutions LLC held 728,217 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 728,217 shares
    Change vs previous 13F -20,957 shares

    0.92% of the 13F portfolio, value $32,303,699.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 749,174 shares
    Change vs previous 13F +15,101 shares

    0.92% of the 13F portfolio, value $29,112,920.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 734,073 shares
    Change vs previous 13F -434,931 shares

    0.93% of the 13F portfolio, value $29,061,932.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,169,004 shares
    Change vs previous 13F +44,698 shares

    1.31% of the 13F portfolio, value $45,088,493.

    13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,124,306 shares
    Change vs previous 13F -1,305 shares

    1.24% of the 13F portfolio, value $40,295,114.

    13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,125,611 shares
    Change vs previous 13F +38,583 shares

    1.22% of the 13F portfolio, value $37,133,909.

    13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,087,028 shares
    Change vs previous 13F +24,859 shares

    1.63% of the 13F portfolio, value $37,600,306.

    13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,062,169 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $36,421,784.

    13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).