Dynamic office in Cabot, AR
1 registered advisor
Dynamic's office in Cabot, AR has 1 registered advisor. Dynamic files 62 offices.
Last updated 2026-10-10 (IAPD feed)
Location
Cabot, AR
Advisors at this office (1)
- Michael Aubrey Freeman · S65
Dynamic
- Regulatory AUM
- $5,637,328,188
- Registered advisors
- 75
- Offices
- 62
- Clients per advisor
- 75.1 (Moderate)
- Average AUM per client
- $1M (Low)
- High-net-worth client ratio
- 32.2% (Moderate)
Reported ETF positions
Dynamic reports 526 ETF positions worth $2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $75.1M |
| FBND — Fidelity Total Bond ETF | $49.8M |
| DFUS — Dimensional U.S. Equity Market ETF | $46.4M |
| SCHM — Schwab U.S. Mid Cap ETF | $44.2M |
| QQQ — Invesco QQQ Trust, Series 1 | $43.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Dynamic's strongest reported position on each research ranking. Institution-level evidence, not an advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $5.3M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | DFGP — Dimensional Global Core Plus Fixed Income ETF | $10.7M | Top 99.6% | Residual alpha +1.15% · Residual Sharpe 0.26 |
| Diversification Benefits | DUSB — Dimensional Ultrashort Fixed Income ETF | $4.6M | Top 99.4% | Replicability (R²) 32.8% · Residual Sharpe 1.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Dynamic on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Engaged in Other Business
- Other Business Is Primary Business
- Sells Non-Advisory Products or Services
Contact
The firm's filed contact details.
- Phone: (877) 257-3840
- Website: seagrovewealthpartners.com
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30