DYNF — BLACKROCK ETF TRUST

Ownership history in SOFI WEALTH, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SOFI 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
10.28% (2025 Q4)
Avg. % of fund
7.55%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,389,851 +304,280 +9.9% 10.28% $206.1M $60.65
2025 Q3 ADDED 3,085,571 +531,129 +20.8% 9.84% $182.7M $58.91
2025 Q2 ADDED 2,554,442 +108,510 +4.4% 8.50% $139.1M $54.08
2025 Q1 ADDED 2,445,932 +2,393,294 +4546.7% 8.97% $119.3M $48.25
2024 Q4 INITIATED 52,638 — — 0.18% $2.7M $50.54
% 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% 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% Kilter Group LLC 8.95%
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