Lantern Wealth Advisors, LLC DYNF — BLACKROCK ETF TRUST

Ownership history in Lantern Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Lantern Wealth Advisors, LLC reported BLACKROCK ETF TRUST (DYNF) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.81% in 2025 Q4. The latest visible filing shows DYNF at 0.81% 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 Lantern Wealth Advisors, LLC's position in BLACKROCK ETF TRUST, 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 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% 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
2024 Q1 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.

DYNF stock page Lantern Wealth Advisors, LLC fund profile Lantern Wealth Advisors, LLC full holdings
How Lantern Wealth Advisors, LLC held DYNF — position size vs. price
% of Fund (quarterly)    DYNF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 25,154 +2,379 +10.4% 0.81% $1.5M 2026-02-14 (Est.) $60.36
2025 Q3 ADDED — — — 22,775 +4,700 +26.0% 0.71% $1.3M 2025-11-26 $60.17
2025 Q2 ADDED — — — 18,075 +1,167 +6.9% 0.59% $984K 2025-08-15 $56.48
2024 Q4 REDUCED — — — 16,908 -163 -1.0% 0.56% $867K 2025-02-18 $52.87
2024 Q3 ADDED — — — 17,071 +820 +5.0% 0.59% $845K 2024-11-14 $51.21
2024 Q2 ADDED — — — 16,251 +2,559 +18.7% 0.55% $763K 2024-08-14 $45.91
2024 Q1 INITIATED — — — 13,692 — — 0.43% $608K 2024-05-15 $44.28

🏢 Other funds also holding DYNF

As of 2026 Q1 — sorted by position size

Buttonwood Financial Group, LLC 3Y 18.91% FORM Wealth Advisors, LLC 15.46% Avid Wealth Partners LLC 14.31% Presidio Capital Management, LLC 3Y 12.41% hemming& Wealth Management, Inc. 12.22% First Command Advisory Services, Inc. 3Y 7Y 11.45% Gilbert Capital Group, Inc. 10.9% Hobbs Wealth Management, LLC 10.64% EQ LLC 3Y 10.29% SOFI WEALTH, LLC 3Y 10.13%

FAQ About Lantern Wealth Advisors, LLC and DYNF

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

How long has Lantern Wealth Advisors, LLC reported owning DYNF?

Lantern Wealth Advisors, LLC reported DYNF across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DYNF position in Lantern Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for DYNF was 0.81% in 2025 Q4.

What is the latest reported DYNF position on this page?

The most recent filing on this page is 2025 Q4, when Lantern Wealth Advisors, LLC reported 25,154 shares, equal to 0.81% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DYNF ownership page compare?

The chart compares Lantern Wealth Advisors, LLC'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.

How well did Lantern Wealth Advisors, LLC time their DYNF position?

Based on 13F filing dates vs. subsequent DYNF price moves, Lantern Wealth Advisors, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on DYNF relative to SPY over the holding period was +2.1%.

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