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Dynamic Advisor Solutions LLC: DFAS position timeline

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

Dynamic Advisor Solutions LLC held 200,647 DFAS 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 200,647 shares
    Change vs previous 13F -5,052 shares

    0.47% of the 13F portfolio, value $16,521,303.

    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 205,699 shares
    Change vs previous 13F +2,590 shares

    0.46% of the 13F portfolio, value $14,631,334.

    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 203,109 shares
    Change vs previous 13F -56,090 shares

    0.45% of the 13F portfolio, value $14,150,634.

    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 259,199 shares
    Change vs previous 13F +2,550 shares

    0.51% of the 13F portfolio, value $17,744,767.

    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 256,649 shares
    Change vs previous 13F +2,782 shares

    0.51% of the 13F portfolio, value $16,351,076.

    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 253,867 shares
    Change vs previous 13F +3,652 shares

    0.5% of the 13F portfolio, value $15,168,539.

    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 250,215 shares
    Change vs previous 13F +2,537 shares

    0.7% of the 13F portfolio, value $16,283,994.

    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 247,678 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $16,064,416.

    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).