Dynamic Advisor Solutions LLC NUDM NUSHARES ETF TR

Ownership history in Dynamic Advisor Solutions LLC  ·  3 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported NUSHARES ETF TR (NUDM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows NUDM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NUDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Advisor Solutions LLC's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NUDM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dynamic Advisor Solutions LLC held NUDM — position size vs. price
% of Fund (quarterly)    NUDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 19,282 +1,374 +7.7% 0.02% $772K 2026-07-07 $40.00
2026 Q1 ADDED 17,908 +149 +0.8% 0.02% $647K 2026-04-08 $37.95
2025 Q4 INITIATED 17,759 0.02% $643K 2026-01-09 $37.12

FAQ About Dynamic Advisor Solutions LLC and NUDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dynamic Advisor Solutions LLC reported owning NUDM?

Dynamic Advisor Solutions LLC reported NUDM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported NUDM position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for NUDM was 0.02% in 2026 Q2.

What is the latest reported NUDM position on this page?

The most recent filing on this page is 2026 Q2, when Dynamic Advisor Solutions LLC reported 19,282 shares, equal to 0.02% of portfolio, with an estimated market value of $772K.

What does the chart on this NUDM ownership page compare?

The chart compares Dynamic Advisor Solutions LLC's quarterly NUDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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