Ownership history in Dynamic Advisor Solutions LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in AMERICAN CENTY ETF TR (TAXF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 127,063 | +6,414 | +5.3% | 0.21% | $6.4M | $50.03 |
| 2025 Q3 | ADDED | 120,649 | +7,154 | +6.3% | 0.18% | $6.1M | $49.26 |
| 2025 Q2 | ADDED | 113,495 | +5,483 | +5.1% | 0.17% | $5.6M | $47.53 |
| 2025 Q1 | ADDED | 108,012 | +2,072 | +2.0% | 0.18% | $5.3M | $47.63 |
| 2024 Q4 | ADDED | 105,940 | +67,245 | +173.8% | 0.23% | $5.3M | $47.97 |
| 2024 Q3 | ADDED | 38,695 | +3,065 | +8.6% | 0.06% | $2.0M | $48.64 |
| 2024 Q2 | ADDED | 35,630 | +9,999 | +39.0% | 0.06% | $1.8M | $47.24 |
| 2024 Q1 | REDUCED | 25,631 | -646 | -2.5% | 0.04% | $1.3M | $47.02 |
| 2023 Q4 | REDUCED | 26,277 | -4,168 | -13.7% | 0.05% | $1.3M | $47.15 |
| 2023 Q3 | ADDED | 30,445 | +2,283 | +8.1% | 0.07% | $1.5M | $43.87 |
As of 2025 Q4 — sorted by position size