DYNF — BLACKROCK ETF TRUST

Ownership history in FULLCIRCLE WEALTH LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which FULLCIRCLE WEALTH 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
1.67% (2025 Q3)
Avg. % of fund
1.27%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 78,586 +15,666 +24.9% 1.67% $4.7M $58.91
2025 Q2 ADDED 62,920 +4,739 +8.1% 1.31% $3.5M $54.08
2025 Q1 ADDED 58,181 +3,089 +5.6% 1.16% $2.8M $48.25
2024 Q4 ADDED 55,092 +4,995 +10.0% 1.21% $3.0M $50.54
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% 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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