Ownership history in Dynamic Advisor Solutions LLC · 32 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in ISHARES TR (IEFA). 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 | REDUCED | 344,554 | -8,446 | -2.4% | 0.99% | $30.8M | $89.46 |
| 2025 Q3 | ADDED | 353,000 | +12,569 | +3.7% | 0.89% | $30.8M | $85.66 |
| 2025 Q2 | ADDED | 340,431 | +8,416 | +2.5% | 0.88% | $28.4M | $81.90 |
| 2025 Q1 | ADDED | 332,015 | +13,209 | +4.1% | 0.83% | $25.1M | $72.91 |
| 2024 Q4 | REDUCED | 318,806 | -48,962 | -13.3% | 0.97% | $22.4M | $67.73 |
| 2024 Q3 | REDUCED | 367,768 | -23,486 | -6.0% | 0.86% | $28.7M | $74.06 |
| 2024 Q2 | ADDED | 391,254 | +38,918 | +11.0% | 0.89% | $28.4M | $68.93 |
| 2024 Q1 | REDUCED | 352,336 | -3,901 | -1.1% | 0.88% | $26.2M | $69.20 |
| 2023 Q4 | ADDED | 356,237 | +64,856 | +22.3% | 0.92% | $24.7M | $65.59 |
| 2023 Q3 | ADDED | 291,381 | +24,968 | +9.4% | 0.89% | $18.8M | $59.17 |
As of 2025 Q4 — sorted by position size