Dynamic Advisor Solutions’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Dynamic Advisor Solutions’s Portfolio DALT Stock Details DALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-24,879	Closed	-$241K	–	790
2020 Q4	$241K	Sell	24,879 -146	-0.6%	-$1.32K	0.02%	549
2020 Q3	$213K	Buy	25,025 +367	+1%	+$3.09K	0.02%	512
2020 Q2	$196K	Buy	24,658 +170	+0.7%	+$1.31K	0.03%	485
2020 Q1	$177K	Sell	24,488 -1,366	-5%	-$13K	0.03%	422
2019 Q4	$265K	Buy	25,854 +2,565	+11%	+$26.1K	0.04%	439
2019 Q3	$238K	Buy	23,289 +2,100	+10%	+$21.5K	0.04%	425
2019 Q2	$216K	Sell	21,189 -1,140	-5%	-$11.6K	0.03%	438
2019 Q1	$224K	Buy	22,329 +9,900	+80%	+$96.8K	0.04%	353
2018 Q4	$120K	Buy	+12,429	New	+$120K	0.03%	376

Other funds holding DALT

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dynamic Advisor Solutions's DALT Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Anfield Diversified Alternatives ETF (DALT) in Q1 2021, closing a stake of 24,879 shares — an estimated $241K sold.

Dynamic Advisor Solutions first reported a position in DALT in Q4 2018 and held it in 9 quarters. The position peaked at $265K in Q4 2019. 9 funds tracked by Wall St. Rank hold DALT as of Q1 2021.

Dynamic Advisor Solutions reported no remaining Anfield Diversified Alternatives ETF position as of Q1 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 24,879 Anfield Diversified Alternatives ETF shares in Q1 2021, an estimated $241K.
Dynamic Advisor Solutions first reported a position in Anfield Diversified Alternatives ETF in Q4 2018 and held it in 9 quarters.
Dynamic Advisor Solutions's Anfield Diversified Alternatives ETF position peaked at $265K in Q4 2019.
9 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.