Dynamic Advisor Solutions LLC: DFIS position timeline

Dynamic Advisor Solutions LLC held 144,823 DFIS 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 144,823 shares

   Change vs previous 13F -3,046 shares

   0.14% of the 13F portfolio, value $5,073,160.

   13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 147,869 shares

   Change vs previous 13F +1,904 shares

   0.16% of the 13F portfolio, value $4,978,739.

   13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 145,965 shares

   Change vs previous 13F -35,915 shares

   0.15% of the 13F portfolio, value $4,808,082.

   13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 181,880 shares

   Change vs previous 13F +4,126 shares

   0.17% of the 13F portfolio, value $5,752,851.

   13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 177,754 shares

   Change vs previous 13F -9,505 shares

   0.16% of the 13F portfolio, value $5,304,182.

   13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 187,259 shares

   Change vs previous 13F +2,863 shares

   0.16% of the 13F portfolio, value $4,838,770.

   13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 184,396 shares

   Change vs previous 13F +8,197 shares

   0.2% of the 13F portfolio, value $4,527,846.

   13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 176,199 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $4,727,413.

   13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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