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Dynamic Advisor Solutions LLC: IEFA position timeline

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

Dynamic Advisor Solutions LLC held 386,991 IEFA 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 386,991 shares
    Change vs previous 13F +31,291 shares

    1.06% of the 13F portfolio, value $37,375,623.

    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 355,700 shares
    Change vs previous 13F +11,146 shares

    1.02% of the 13F portfolio, value $32,201,508.

    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 344,554 shares
    Change vs previous 13F -8,446 shares

    0.99% of the 13F portfolio, value $30,823,835.

    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 353,000 shares
    Change vs previous 13F +12,569 shares

    0.89% of the 13F portfolio, value $30,820,463.

    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 340,431 shares
    Change vs previous 13F +8,416 shares

    0.88% of the 13F portfolio, value $28,419,164.

    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 332,015 shares
    Change vs previous 13F +13,209 shares

    0.83% of the 13F portfolio, value $25,116,922.

    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 318,806 shares
    Change vs previous 13F -48,962 shares

    0.97% of the 13F portfolio, value $22,405,682.

    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 367,768 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $28,704,255.

    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).