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James Cannon

@Dynamic Advisor Solutions Llc

Latest period2024 - Q3ReportedManaged Assets$3.332BTotal holdings925
Assets growth rate4.93%Assets growth rate (2-Q avg)6.07%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Advisor Solutions Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 925 positions.

Assets under management

The assets under management (AUM) of Dynamic Advisor Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.332B in assets, with a quarterly growth rate of 4.93% and a 2-quarter average growth rate of 6.07%. The portfolio is managed by James Cannon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Bd Index Fds
Recent Activity
Increased 8.87%
1.1%
$36.452M
485,319 shares@ $75.11 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 3.71%
1.1%
$36.422M
1.062M shares@ $34.3 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.8%
1.03%
$34.017M
182,562 shares@ $186.33 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 0.21%
1.02%
$33.785M
299,138 shares@ $112.94 avg price
IJHIshares Tr
Recent Activity
Decreased -0.39%
0.89%
$29.524M
473,750 shares@ $62.33 avg price
IWBIshares Tr
Recent Activity
Decreased -2.28%
0.88%
$29.059M
92,429 shares@ $314.4 avg price
IEFAIshares Tr
Recent Activity
Decreased -6%
0.87%
$28.704M
367,768 shares@ $78.05 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 0.43%
0.84%
$27.713M
408,445 shares@ $67.86 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 5.45%
0.82%
$27.265M
328,140 shares@ $83.1 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 9.76%
0.82%
$27.015M
801,401 shares@ $33.71 avg price