DYNF BLACKROCK ETF TRUST

Ownership history in REGIMEN WEALTH, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which REGIMEN WEALTH, LLC 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
0.86% (2025 Q4)
Avg. % of fund
0.82%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 48,220 -168 -0.3% 0.86% $2.9M $60.65
2025 Q3 ADDED 48,388 +218 +0.5% 0.85% $2.9M $58.91
2025 Q2 ADDED 48,170 +1,235 +2.6% 0.81% $2.6M $54.08
2025 Q1 REDUCED 46,935 -608 -1.3% 0.74% $2.3M $48.25
2024 Q4 REDUCED 47,543 -3,741 -7.3% 0.79% $2.4M $50.54
2024 Q3 REDUCED 51,284 -342 -0.7% 0.82% $2.5M $48.67
2024 Q2 INITIATED 51,626 0.83% $2.4M
% of Fund (quarterly)    DYNF price (monthly, adj. close)
← Back to REGIMEN WEALTH, LLC Holdings