Managers / Q2 2019 · view latest →
Dynamic Advisor Solutions LLC
CIK 0001599747 · 2415 EAST CAMELBACK RD SUITE 700, PHOENIX, AZ, 85016 · 877-257-3840
Reported Value
$623M
Q2 2019
Positions
529
Filings on Record
31
2019–present window
Filed
Aug 13, 2019
original filing
Summary
Dynamic Advisor Solutions Llc reported $623M in U.S.-listed holdings across 529 positions for Q2 2019.
Its largest position, SDOG, represents 2.5% of the portfolio.
Compared with Q1 2019, the fund opened 116 new positions and exited 36.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $3.5B | 1,045 | Jul 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $3.2B | 963 | Apr 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.1B | 932 | Jan 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.4B | 932 | Oct 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.2B | 900 | Jul 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.0B | 847 | Apr 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.3B | 652 | Jan 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.3B | 925 | Oct 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $3.2B | 945 | Jul 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $3.0B | 937 | Apr 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.7B | 903 | Jan 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.1B | 847 | Oct 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.9B | 804 | Aug 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.7B | 757 | Apr 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.46T | 721 | Jan 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.3B | 685 | Oct 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.3B | 701 | Jul 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.4B | 722 | Apr 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.4B | 715 | Jan 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.3B | 758 | Oct 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.3B | 757 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.1B | 696 | Apr 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.1B | 685 | Feb 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $881M | 624 | Oct 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $740M | 557 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $548M | 490 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $733M | 569 | Feb 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $644M | 541 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $623M | 529 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $530M | 431 | Apr 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $471M | 400 | Jan 29, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.