Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Dynamic Advisor Solutions’s Portfolio OAEM Stock Details OAEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,954
Closed -$549K – 766
2024
Q3 		$549K Buy
17,954
+5,449
+44% +$164K 0.02% 597
2024
Q2 		$380K Buy
+12,505
New +$369K 0.01% 695

Other funds holding OAEM

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
OneAscent Family Office
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Patron Partners
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Dynamic Advisor Solutions's OAEM Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of OneAscent Emerging Markets ETF (OAEM) in Q4 2024, closing a stake of 17,954 shares — an estimated $549K sold.

Dynamic Advisor Solutions first reported a position in OAEM in Q2 2024 and held it in 2 quarters. The position peaked at $549K in Q3 2024. 23 funds tracked by Wall St. Rank hold OAEM as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining OneAscent Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 17,954 OneAscent Emerging Markets ETF shares in Q4 2024, an estimated $549K.
  • Dynamic Advisor Solutions first reported a position in OneAscent Emerging Markets ETF in Q2 2024 and held it in 2 quarters.
  • Dynamic Advisor Solutions's OneAscent Emerging Markets ETF position peaked at $549K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.