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Dynamic Advisor Solutions LLC: DFUS position timeline

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

Dynamic Advisor Solutions LLC held 566,467 DFUS 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 566,467 shares
    Change vs previous 13F -8,736 shares

    1.32% of the 13F portfolio, value $46,416,305.

    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 575,203 shares
    Change vs previous 13F +19,845 shares

    1.29% of the 13F portfolio, value $40,787,655.

    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 555,358 shares
    Change vs previous 13F -79,829 shares

    1.32% of the 13F portfolio, value $41,190,895.

    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 635,187 shares
    Change vs previous 13F -1,935 shares

    1.34% of the 13F portfolio, value $46,012,917.

    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 637,122 shares
    Change vs previous 13F -18,090 shares

    1.32% of the 13F portfolio, value $42,699,933.

    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 655,212 shares
    Change vs previous 13F +2,532 shares

    1.31% of the 13F portfolio, value $39,627,222.

    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 652,680 shares
    Change vs previous 13F +2,559 shares

    1.8% of the 13F portfolio, value $41,608,346.

    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 650,121 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $40,437,523.

    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).