Dynamic Advisor Solutions LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1599747
PHOENIX, AZ
Position in FNDA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$636,114
+$68,714 QoQ
Shares Held
19,615
+8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $636,114 | 19,615 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $567,400 | 18,007 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $542,433 | 17,408 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $456,022 | 15,917 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $424,024 | 15,481 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $360,041 | 6,044 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $490,984 | 8,940 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $475,059 | 8,330 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $344,609 | 6,226 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $277,459 | 5,722 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $258,051 | 5,115 | Shares | Sole | 2023-08-03 | |
| 2022-06-30 | $206,023 | 4,553 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $257,142 | 4,810 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $258,086 | 4,641 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $244,119 | 4,634 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $226,425 | 4,163 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $211,252 | 4,170 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||