DYNF — Ishares

Ownership history in Wealth Group Ltd  ·  4 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Ishares (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
5.07% (2025 Q4)
Avg. % of fund
2.82%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 372,733 +106,188 +39.8% 5.07% $22.7M $60.65
2025 Q3 ADDED 266,545 +115,491 +76.5% 3.65% $15.8M $58.91
2025 Q2 ADDED 151,054 +119,495 +378.6% 2.09% $8.2M $54.08
2025 Q1 INITIATED 31,559 — — 0.45% $1.5M $48.25
% 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% SOFI WEALTH, LLC 3Y 10.28% 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%
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