Dynamic Advisor Solutions
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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
Q3 		$1.13M Buy
23,009
+750
+3% +$37K 0.03% 436
2026
Q2 		$1.07M Buy
22,259
+1,307
+6% +$59.4K 0.03% 475
2026
Q1 		$872K Sell
20,952
-43
-0.2% -$1.84K 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

Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its PIMCO RAFI ESG US ETF (RAFE) stake by 3.4% in Q3 2026, buying an estimated $37K and bringing the position to 23,009 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #436.

Dynamic Advisor Solutions first reported a position in RAFE in Q3 2020 and has held it in 14 quarters since. 9 funds tracked by Wall St. Rank hold RAFE as of Q3 2026.

  • Dynamic Advisor Solutions held 23,009 shares of PIMCO RAFI ESG US ETF worth $1.13M as of Q3 2026.
  • Dynamic Advisor Solutions bought 750 PIMCO RAFI ESG US ETF shares in Q3 2026, an estimated $37K.
  • PIMCO RAFI ESG US ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #436 holding.
  • Dynamic Advisor Solutions first reported a position in PIMCO RAFI ESG US ETF in Q3 2020 and has held it in 14 quarters since.
  • 9 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q3 2026.

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