Dynamic Advisor Solutions
FREL icon

Dynamic Advisor Solutions’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Dynamic Advisor Solutions’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.15M Buy
226,201
+7,720
+4% +$227K 0.17% 134
2026
Q2 		$6.4M Buy
218,481
+9,659
+5% +$280K 0.18% 128
2026
Q1 		$5.62M Buy
208,822
+3,989
+2% +$111K 0.18% 130
2025
Q4 		$5.51M Sell
204,833
-52,324
-20% -$1.43M 0.18% 131
2025
Q3 		$7.15M Buy
257,157
+16,167
+7% +$445K 0.21% 109
2025
Q2 		$6.52M Buy
240,990
+6,401
+3% +$171K 0.2% 117
2025
Q1 		$6.44M Buy
234,589
+10,715
+5% +$295K 0.21% 114
2024
Q4 		$6.05M Sell
223,874
-351
-0.2% -$10K 0.26% 91
2024
Q3 		$6.61M Buy
224,225
+3,097
+1% +$86.2K 0.2% 123
2024
Q2 		$5.6M Buy
221,128
+23,391
+12% +$582K 0.18% 146
2024
Q1 		$5.16M Buy
197,737
+3,570
+2% +$92K 0.17% 158
2023
Q4 		$5.07M Buy
194,167
+3,554
+2% +$84.6K 0.19% 158
2023
Q3 		$4.34M Buy
190,613
+5,361
+3% +$133K 0.2% 143
2023
Q2 		$4.65M Buy
185,252
+83,111
+81% +$2.04M 0.24% 126
2023
Q1 		$2.54M Buy
102,141
+71,939
+238% +$1.86M 0.15% 177
2022
Q4 		$749K Buy
+30,202
New +$747K 0.05% 335

Other funds holding FREL

T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
EBA
Eagle Bay Advisors New York $137M AUM 18.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3.5% in Q3 2026, buying an estimated $227K and bringing the position to 226,201 shares worth $6.15M. The position accounts for 0.17% of the portfolio, ranked #134.

Dynamic Advisor Solutions first reported a position in FREL in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.15M in Q3 2025. 28 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Dynamic Advisor Solutions held 226,201 shares of Fidelity MSCI Real Estate Index ETF worth $6.15M as of Q3 2026.
  • Dynamic Advisor Solutions bought 7,720 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $227K.
  • Fidelity MSCI Real Estate Index ETF made up 0.17% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #134 holding.
  • Dynamic Advisor Solutions first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Dynamic Advisor Solutions's Fidelity MSCI Real Estate Index ETF position peaked at $7.15M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

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