DYNF — BLACKROCK ETF TRUST

Ownership history in Able Wealth Management LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in BLACKROCK ETF TRUST (DYNF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.34% (2025 Q4)
Avg. % of fund
3.13%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 225,523 +46,458 +25.9% 4.34% $13.7M $60.65
2025 Q3 ADDED 179,065 +58,416 +48.4% 3.99% $10.6M $58.91
2025 Q2 ADDED 120,649 +43,904 +57.2% 3.31% $6.6M $54.08
2025 Q1 ADDED 76,745 +23,265 +43.5% 2.21% $3.7M $48.25
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DYNF price (monthly, adj. close)

Other funds also holding DYNF

As of 2025 Q4 — sorted by position size

Buttonwood Financial Group, LLC 3Y 17.61% Avid Wealth Partners LLC 14.47% Presidio Capital Management, LLC 3Y 13.06% Harborfront Financial Group LLC 11.77% SOFI WEALTH, LLC 3Y 10.28% EQ LLC 3Y 10.02% hemming& Wealth Management, Inc. 9.61% Peak Wealth Management LLC 9.61% First Command Advisory Services, Inc. 3Y 7Y 9.59% Centerline Wealth Advisors, LLC 9.23%
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