Dynamic Advisor Solutions’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$568K	Buy	+23,100	New	+$578K	0.02%	620

Other funds holding TAFI

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Dynamic Advisor Solutions opened a new position in AB Tax-Aware Short Duration Municipal ETF (TAFI) in Q3 2026: 23,100 shares worth $568K. The stake represents 0.02% of the portfolio and ranks #620 among its holdings.

16 funds tracked by Wall St. Rank hold TAFI as of Q3 2026.

Dynamic Advisor Solutions held 23,100 shares of AB Tax-Aware Short Duration Municipal ETF worth $568K as of Q3 2026.
AB Tax-Aware Short Duration Municipal ETF was a new Dynamic Advisor Solutions position in Q3 2026.
AB Tax-Aware Short Duration Municipal ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #620 holding.
16 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q3 2026.

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