Dynamic Advisor Solutions
$3.2B Assets Reported
1,000 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 401,291 | $99M | 3.1% |
| SPYM | SPDR SERIES TRUST | 852,472 | $65M | 2.1% |
| NVDA | NVIDIA CORPORATION | 318,684 | $56M | 1.8% |
| MSFT | MICROSOFT CORP | 131,358 | $49M | 1.5% |
| FBND | FIDELITY MERRIMACK STR TR | 968,669 | $44M | 1.4% |
| DFUS | DIMENSIONAL ETF TRUST | 575,203 | $41M | 1.3% |
| GSLC | GOLDMAN SACHS ETF TR | 324,786 | $41M | 1.3% |
| AMZN | AMAZON COM INC | 178,043 | $37M | 1.2% |
| QQQ | INVESCO QQQ TR | 61,706 | $36M | 1.1% |
| FNDF | SCHWAB STRATEGIC TR | 725,123 | $35M | 1.1% |
Track Dynamic Advisor Solutions's 13F portfolio: $3.2B in reported holdings, 1,000 positions. Top holdings, AUM, and quarterly changes on SentiSense.