DYNF — ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

Ownership history in Imprint Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Imprint Wealth LLC 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
6.81% (2025 Q4)
Avg. % of fund
5.45%
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 23,950 +2,335 +10.8% 6.81% $1.5M $60.65
2025 Q3 INITIATED 21,615 — — 4.10% $1.3M $58.91
% 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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