CIK 1599747
Dynamic Advisor Solutions LLC
Institutional 13F holdings & portfolio
Holdings
932
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 932
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAE | DIMENSIONAL ETF TRUST | 423K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 279K | $1M+ | SH |
| ABBV | ABBVIE INC | 59K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 285K | $1M+ | SH |
| LLY | ELI LILLY & CO | 18K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 244K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 106K | $1M+ | SH |
| IJH | ISHARES TR | 185K | $1M+ | SH |
| CAT | CATERPILLAR INC | 21K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 37K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 239K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 96K | $1M+ | SH |
| IWM | ISHARES TR | 46K | $1M+ | SH |
| QEFA | SPDR INDEX SHS FDS | 122K | $1M+ | SH |
| ASTS | AST SPACEMOBILE INC | 150K | $1M+ | SH |
| V | VISA INC | 31K | $1M+ | SH |
| IUSV | ISHARES TR | 96K | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 182K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 17K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 347K | $1M+ | SH |
| GQRE | FLEXSHARES TR | 160K | $1M+ | SH |
| MINT | PIMCO ETF TR | 90K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 236K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 67K | $1M+ | SH |
| ACWV | ISHARES INC | 75K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 371K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 152K | $1M+ | SH |
| IYW | ISHARES TR | 43K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 41K | $1M+ | SH |
| PEP | PEPSICO INC | 59K | $1M+ | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 346K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 16K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 99K | $1M+ | SH |
| DON | WISDOMTREE TR | 159K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 32K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 170K | $1M+ | SH |
| IGSB | ISHARES TR | 151K | $1M+ | SH |
| SO | SOUTHERN CO | 91K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 27K | $1M+ | SH |
| CSCO | CISCO SYS INC | 101K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 40K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 95K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 229K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 44K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 50K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 236K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 303K | $1M+ | SH |
| DGCB | DIMENSIONAL ETF TRUST | 127K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 148K | $1M+ | SH |