DAS
DSI icon

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
Q2 		$1.23M Sell
8,668
-70
-0.8% -$9.59K 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

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return