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Dynamic Advisor Solutions’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Dynamic Advisor Solutions’s Portfolio RAFE Stock Details RAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
22,259
+1,307
+6% +$59.4K 0.03% 475
2026
Q1 		$872K Sell
20,952
-43
-0.2% -$1.83K 0.03% 495
2025
Q4 		$882K Buy
+20,995
New +$867K 0.03% 488
2023
Q1 		– Sell
-24,361
Closed -$680K – 793
2022
Q4 		$680K Buy
24,361
+130
+0.5% +$3.62K 0.05% 364
2022
Q3 		$616K Buy
24,231
+5,066
+26% +$143K 0.05% 347
2022
Q2 		$527K Buy
19,165
+170
+0.9% +$5K 0.04% 380
2022
Q1 		$601K Buy
18,995
+960
+5% +$30.6K 0.04% 393
2021
Q4 		$597K Buy
18,035
+2,507
+16% +$80.5K 0.04% 387
2021
Q3 		$472K Buy
15,528
+3,129
+25% +$97.1K 0.04% 463
2021
Q2 		$381K Sell
12,399
-585
-5% -$17.8K 0.03% 485
2021
Q1 		$379K Buy
12,984
+1,601
+14% +$44K 0.04% 445
2020
Q4 		$294K Sell
11,383
-861
-7% -$20.8K 0.03% 496
2020
Q3 		$276K Buy
+12,244
New +$273K 0.03% 452

Other funds holding RAFE

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its PIMCO RAFI ESG US ETF (RAFE) stake by 6.2% in Q2 2026, buying an estimated $59.4K and bringing the position to 22,259 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #475.

Dynamic Advisor Solutions first reported a position in RAFE in Q3 2020 and has held it in 13 quarters since. 6 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Dynamic Advisor Solutions held 22,259 shares of PIMCO RAFI ESG US ETF worth $1.07M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,307 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $59.4K.
  • PIMCO RAFI ESG US ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #475 holding.
  • Dynamic Advisor Solutions first reported a position in PIMCO RAFI ESG US ETF in Q3 2020 and has held it in 13 quarters since.
  • 6 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

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