Dynamic Advisor Solutions’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Dynamic Advisor Solutions’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Buy	5,150 +459	+10%	+$38.3K	0.01%	705
2026 Q1	$354K	Buy	4,691 +643	+16%	+$49.9K	0.01%	755
2025 Q4	$303K	Buy	4,048 +958	+31%	+$71.4K	0.01%	775
2025 Q3	$230K	Buy	3,090 +59	+2%	+$4.22K	0.01%	857
2025 Q2	$206K	Buy	+3,031	New	+$192K	0.01%	847

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 9.8% in Q2 2026, buying an estimated $38.3K and bringing the position to 5,150 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #705.

Dynamic Advisor Solutions first reported a position in SMLF in Q2 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold SMLF as of Q2 2026.

Dynamic Advisor Solutions held 5,150 shares of iShares US Small Cap Equity Factor ETF worth $459K as of Q2 2026.
Dynamic Advisor Solutions bought 459 iShares US Small Cap Equity Factor ETF shares in Q2 2026, an estimated $38.3K.
iShares US Small Cap Equity Factor ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #705 holding.
Dynamic Advisor Solutions first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2026.

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