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Dynamic Advisor Solutions LLC: DFUV position timeline

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

Dynamic Advisor Solutions LLC held 286,985 DFUV 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 286,985 shares
    Change vs previous 13F -5,676 shares

    0.45% of the 13F portfolio, value $15,787,048.

    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 292,661 shares
    Change vs previous 13F +7,174 shares

    0.45% of the 13F portfolio, value $14,182,349.

    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 285,487 shares
    Change vs previous 13F -93,578 shares

    0.43% of the 13F portfolio, value $13,300,831.

    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 379,065 shares
    Change vs previous 13F +2,983 shares

    0.49% of the 13F portfolio, value $16,940,432.

    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 376,082 shares
    Change vs previous 13F +1,914 shares

    0.49% of the 13F portfolio, value $15,900,733.

    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 374,168 shares
    Change vs previous 13F +3,823 shares

    0.51% of the 13F portfolio, value $15,419,453.

    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 370,345 shares
    Change vs previous 13F +8,172 shares

    0.66% of the 13F portfolio, value $15,154,537.

    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 362,173 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $15,098,977.

    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).