DYNF — iShares U.S. Equity Factor Rotation Active ETF

Ownership history in First Command Advisory Services, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in iShares U.S. Equity Factor Rotation Active ETF (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
9.66% (2025 Q3)
Avg. % of fund
9.63%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,637,020 +115,739 +0.5% 9.59% $1.38B $60.81
2025 Q3 INITIATED 22,521,281 — — 9.66% $1.33B $59.07
% 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% Centerline Wealth Advisors, LLC 9.23% Kilter Group LLC 8.95%
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