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Dynamic Advisor Solutions LLC: DFAI position timeline

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

Dynamic Advisor Solutions LLC held 513,424 DFAI 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 513,424 shares
    Change vs previous 13F +169 shares

    0.6% of the 13F portfolio, value $21,178,735.

    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 513,255 shares
    Change vs previous 13F +9,853 shares

    0.63% of the 13F portfolio, value $19,996,430.

    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 503,402 shares
    Change vs previous 13F -134,671 shares

    0.62% of the 13F portfolio, value $19,184,645.

    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 638,073 shares
    Change vs previous 13F +7,073 shares

    0.67% of the 13F portfolio, value $23,193,945.

    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 631,000 shares
    Change vs previous 13F +6,058 shares

    0.67% of the 13F portfolio, value $21,813,655.

    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 624,942 shares
    Change vs previous 13F +9,696 shares

    0.64% of the 13F portfolio, value $19,516,947.

    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 615,246 shares
    Change vs previous 13F +27,880 shares

    0.78% of the 13F portfolio, value $17,965,188.

    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 587,366 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $18,666,487.

    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).