DYNF β€” ISHARES US EQTY FAC ROTATION

Ownership history in Hoese & Co LLP  Β·  3 quarters on record

AI Ownership Summary

Hoese & Co LLP reported ISHARES US EQTY FAC ROTATION (DYNF) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 3.6% in 2025 Q4. The latest visible filing shows DYNF at 3.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DYNF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoese & Co LLP's position in ISHARES US EQTY FAC ROTATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DYNF was reported at 3.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.6% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hoese & Co LLP held DYNF β€” position size vs. price
% of Fund (quarterly)    DYNF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 83,030 +60,737 +272.4% 3.60% $5.0M 2026-02-14 (Est.) $60.36
2025 Q3 ADDED 22,293 +18,623 +507.4% 1.01% $1.3M 2025-10-16 $58.22
2025 Q2 INITIATED 3,670 β€” β€” 0.16% $200K 2025-07-29 $55.59

FAQ About Hoese & Co LLP and DYNF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hoese & Co LLP reported owning DYNF?

Hoese & Co LLP reported DYNF across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported DYNF position in Hoese & Co LLP's portfolio?

The largest reported portfolio weight for DYNF was 3.60% in 2025 Q4.

What is the latest reported DYNF position on this page?

The most recent filing on this page is 2025 Q4, when Hoese & Co LLP reported 83,030 shares, equal to 3.60% of portfolio, with an estimated market value of $5.0M.

What does the chart on this DYNF ownership page compare?

The chart compares Hoese & Co LLP's quarterly DYNF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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