DYNF — BLACKROCK ETF TRUST

Ownership history in Avid Wealth Partners LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Avid Wealth Partners 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
14.47% (2025 Q4)
Avg. % of fund
11.33%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 487,061 +75,364 +18.3% 14.47% $29.6M $60.81
2025 Q3 ADDED 411,697 +13,822 +3.5% 12.11% $24.4M $59.07
2025 Q2 ADDED 397,875 +61,147 +18.2% 12.40% $21.7M $54.23
2025 Q1 ADDED 336,728 +22,184 +7.1% 11.14% $16.4M $48.38
4 older quarters 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% 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% Kilter Group LLC 8.95%
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