W ADVISORS, LLC DYNF — BLACKROCK ETF TRUST

Ownership history in W ADVISORS, LLC  ·  11 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported BLACKROCK ETF TRUST (DYNF) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 1.46% in 2025 Q4. The latest visible filing shows DYNF at 1.35% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DYNF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W 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
2026 Q3

DYNF was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% 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 Q2 to 2026 Q3

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 W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 44,521 +278 +0.6% 1.35% $3.1M 2026-11-02 $66.80
2026 Q2 REDUCED — — — 44,243 -231 -0.5% 1.37% $3.0M 2026-07-31 $67.31
2026 Q1 REDUCED 7.0% +16.1% ❌ 44,474 -3,363 -7.0% 1.33% $2.6M 2026-04-29 $63.20
2025 Q4 ADDED — — — 47,837 +2,637 +5.8% 1.46% $2.9M 2026-02-13 $60.12
2025 Q3 ADDED — — — 45,200 +7,107 +18.7% 1.41% $2.7M 2025-11-14 $59.45
2025 Q2 ADDED — — — 38,093 +167 +0.4% 1.19% $2.1M 2025-08-07 $55.45
2025 Q1 REDUCED — — — 37,926 -1,695 -4.3% 1.16% $1.8M 2025-05-13 $50.91
2024 Q4 ADDED — — — 39,621 +2,626 +7.1% 1.26% $2.0M 2025-01-22 $52.11
2024 Q3 ADDED — — — 36,995 +1,845 +5.2% 1.13% $1.8M 2024-10-28 $49.60
2024 Q2 ADDED — — — 35,150 +3,824 +12.2% 1.08% $1.6M 2024-08-06 $43.65
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DYNF

As of 2026 Q3 — sorted by position size

Avid Wealth Partners LLC 17.44% FORM Wealth Advisors, LLC 15.77% Buttonwood Financial Group, LLC 3Y 12.56% HEMMING& WEALTH MANAGEMENT, INC. 12.38% Shah Wealth Advisors, LLC 11.86% EQ LLC 3Y 11.58% First Command Advisory Services, Inc. 3Y 7Y 11.55% Tull Financial Group, Inc. 11.27% Hobbs Wealth Management, LLC 10.47% SOFI WEALTH, LLC 3Y 10.34%

FAQ About W 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 W ADVISORS, LLC reported owning DYNF?

W ADVISORS, LLC reported DYNF across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported DYNF position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for DYNF was 1.46% in 2025 Q4.

What is the latest reported DYNF position on this page?

The most recent filing on this page is 2026 Q3, when W ADVISORS, LLC reported 44,521 shares, equal to 1.35% of portfolio, with an estimated market value of $3.1M.

What does the chart on this DYNF ownership page compare?

The chart compares W 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 W ADVISORS, LLC time their DYNF position?

Based on 13F filing dates vs. subsequent DYNF price moves, W ADVISORS, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on DYNF relative to SPY over the holding period was +296.8%.

← Back to W ADVISORS, LLC Holdings