DYNF — BLACKROCK ETF TRUST

Ownership history in KWB Wealth  ·  8 quarters on record

This page tracks every 13F SEC filing in which KWB Wealth 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
4.64% (2025 Q4)
Avg. % of fund
2.88%
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 805,373 +71,389 +9.7% 4.64% $49.0M $60.65
2025 Q3 REDUCED 733,984 -9,858 -1.3% 4.42% $40.0M $58.91
2025 Q2 ADDED 743,842 +375,175 +101.8% 4.41% $36.3M $54.08
2025 Q1 ADDED 368,667 +38,795 +11.8% 2.28% $18.9M $48.25
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% 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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