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Dynamic Advisor Solutions’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Dynamic Advisor Solutions’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$514K Sell
7,046
-761
-10% -$50.8K 0.01% 678
2026
Q1 		$427K Sell
7,807
-697
-8% -$39.9K 0.01% 687
2025
Q4 		$436K Sell
8,504
-988
-10% -$47.2K 0.01% 663
2025
Q3 		$421K Sell
9,492
-617
-6% -$25.9K 0.01% 682
2025
Q2 		$408K Sell
10,109
-316
-3% -$11.7K 0.01% 653
2025
Q1 		$365K Sell
10,425
-266
-2% -$9.27K 0.01% 660
2024
Q4 		$349K Sell
10,691
-109
-1% -$3.78K 0.02% 499
2024
Q3 		$386K Sell
10,800
-502
-4% -$17.7K 0.01% 675
2024
Q2 		$399K Sell
11,302
-1,037
-8% -$35.6K 0.01% 680
2024
Q1 		$416K Sell
12,339
-6,707
-35% -$215K 0.01% 647
2023
Q4 		$604K Buy
19,046
+771
+4% +$23.3K 0.02% 532
2023
Q3 		$517K Buy
18,275
+4,304
+31% +$133K 0.02% 509
2023
Q2 		$438K Buy
13,971
+677
+5% +$20.5K 0.02% 523
2023
Q1 		$391K Buy
+13,294
New +$390K 0.02% 527

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynamic Advisor Solutions's FRDM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 9.7% in Q2 2026, selling an estimated $50.8K and leaving 7,046 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #678.

Dynamic Advisor Solutions first reported a position in FRDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $604K in Q4 2023. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Dynamic Advisor Solutions held 7,046 shares of Freedom 100 Emerging Markets ETF worth $514K as of Q2 2026.
  • Dynamic Advisor Solutions sold 761 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $50.8K.
  • Freedom 100 Emerging Markets ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #678 holding.
  • Dynamic Advisor Solutions first reported a position in Freedom 100 Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's Freedom 100 Emerging Markets ETF position peaked at $604K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.