Lloyd Advisory Services, LLC. DYNF — BLACKROCK ETF TRUST

Ownership history in Lloyd Advisory Services, LLC.  ·  7 quarters on record

AI Ownership Summary

Lloyd Advisory Services, LLC. reported BLACKROCK ETF TRUST (DYNF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.46% in 2025 Q3. The latest visible filing shows DYNF at 0.46% 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 Lloyd Advisory Services, 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 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q3

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

Time in book
Holding Window
2024 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.

DYNF stock page Lloyd Advisory Services, LLC. fund profile Lloyd Advisory Services, LLC. full holdings
How Lloyd Advisory Services, 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 — — — 19,459 +2,847 +17.1% 0.46% $1.2M 2026-02-14 (Est.) $60.36
2025 Q3 ADDED — — — 16,612 +1,174 +7.6% 0.46% $983K 2025-10-30 $60.32
2025 Q2 REDUCED 6.0% +8.6% ❌ 15,438 -990 -6.0% 0.41% $841K 2025-07-16 $54.56
2025 Q1 REDUCED 7.2% +12.1% ❌ 16,428 -1,272 -7.2% 0.40% $801K 2025-04-14 $46.52
2024 Q4 REDUCED 6.4% -4.5% ✅ 17,700 -1,206 -6.4% 0.43% $907K 2025-02-03 $51.49
2024 Q3 REDUCED — — — 18,906 -951 -4.8% 0.45% $935K 2024-10-10 $49.29
2024 Q2 INITIATED — — — 19,857 — — 0.44% $932K 2024-08-05 $43.43

🏢 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 Lloyd Advisory Services, 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 Lloyd Advisory Services, LLC. reported owning DYNF?

Lloyd Advisory Services, LLC. reported DYNF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported DYNF position in Lloyd Advisory Services, LLC.'s portfolio?

The largest reported portfolio weight for DYNF was 0.46% in 2025 Q3.

What is the latest reported DYNF position on this page?

The most recent filing on this page is 2025 Q4, when Lloyd Advisory Services, LLC. reported 19,459 shares, equal to 0.46% of portfolio, with an estimated market value of $1.2M.

What does the chart on this DYNF ownership page compare?

The chart compares Lloyd Advisory Services, 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 Lloyd Advisory Services, LLC. time their DYNF position?

Based on 13F filing dates vs. subsequent DYNF price moves, Lloyd Advisory Services, LLC. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on DYNF relative to SPY over the holding period was +2.3%.

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