Dynamic Advisor Solutions LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1599747
PHOENIX, AZ
Position in CGDV
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$3,689,664
-$186,397 QoQ
Shares Held
86,734
-2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,689,664 | 86,734 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,876,061 | 88,819 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,083,422 | 144,740 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,903,439 | 149,492 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,624,014 | 185,859 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,363,336 | 180,469 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,625,885 | 181,830 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,643,528 | 171,016 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,704,170 | 52,436 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $924,920 | 30,996 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $617,306 | 23,321 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||