Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Dynamic Advisor Solutions’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.27M Buy
8,705
+37
+0.4% +$5.34K 0.04% 403
2026
Q2 		$1.23M Sell
8,668
-70
-0.8% -$9.6K 0.04% 437
2026
Q1 		$1.06M Hold
8,738
– – 0.03% 447
2025
Q4 		$1.13M Hold
8,738
– – 0.04% 426
2025
Q3 		$1.1M Sell
8,738
-90
-1% -$10.9K 0.03% 443
2025
Q2 		$1.03M Buy
8,828
+100
+1% +$10.6K 0.03% 449
2025
Q1 		$894K Hold
8,728
– – 0.03% 449
2024
Q4 		$962K Sell
8,728
-17
-0.2% -$1.9K 0.04% 315
2024
Q3 		$951K Sell
8,745
-620
-7% -$65K 0.03% 468
2024
Q2 		$973K Sell
9,365
-210
-2% -$21K 0.03% 467
2024
Q1 		$965K Buy
9,575
+471
+5% +$45K 0.03% 454
2023
Q4 		$814K Sell
9,104
-13
-0.1% -$1.1K 0.03% 461
2023
Q3 		$742K Hold
9,117
– – 0.04% 422
2023
Q2 		$767K Sell
9,117
-113
-1% -$8.98K 0.04% 399
2023
Q1 		$720K Sell
9,230
-420
-4% -$31.7K 0.04% 396
2022
Q4 		$693K Buy
9,650
+1
+0% +$72 0.05% 357
2022
Q3 		$646K Hold
9,649
– – 0.05% 337
2022
Q2 		$694K Sell
9,649
-10
-0.1% -$779 0.05% 319
2022
Q1 		$837K Buy
9,659
+86
+0.9% +$7.38K 0.06% 305
2021
Q4 		$889K Sell
9,573
-5,001
-34% -$451K 0.06% 303
2021
Q3 		$1.21M Sell
14,574
-763
-5% -$65.2K 0.09% 246
2021
Q2 		$1.27M Buy
15,337
+2,006
+15% +$161K 0.1% 233
2021
Q1 		$1.02M Hold
13,331
– – 0.09% 244
2020
Q4 		$954K Buy
13,331
+4,555
+52% +$309K 0.09% 249
2020
Q3 		$561K Buy
+8,776
New +$554K 0.06% 287

Other funds holding DSI

Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's DSI Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.43% in Q3 2026, buying an estimated $5.34K and bringing the position to 8,705 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #403.

Dynamic Advisor Solutions first reported a position in DSI in Q3 2020 and has held it in 25 quarters since. 129 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Dynamic Advisor Solutions held 8,705 shares of iShares MSCI KLD 400 Social ETF worth $1.27M as of Q3 2026.
  • Dynamic Advisor Solutions bought 37 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $5.34K.
  • iShares MSCI KLD 400 Social ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #403 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2020 and has held it in 25 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.