test

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
AVGOBroadcom Inc
Recent Activity
Increased 827.24%
0.64%
$21.006M
121,774 shares@ $172.5 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.31%
0.63%
$20.919M
36,544 shares@ $572.44 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -9.42%
0.6%
$19.774M
42,963 shares@ $460.26 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.11%
0.6%
$19.767M
93,743 shares@ $210.87 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -6.08%
0.59%
$19.599M
380,556 shares@ $51.51 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.14%
0.59%
$19.473M
111,549 shares@ $174.58 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -1.67%
0.59%
$19.346M
243,594 shares@ $79.43 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 1.17%
0.58%
$19.111M
197,121 shares@ $96.95 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 2.71%
0.57%
$18.666M
587,366 shares@ $31.78 avg price
VNLAJanus Detroit Str Tr
Recent Activity
Increased 8.72%
0.56%
$18.473M
376,687 shares@ $49.04 avg price