DYNF — BLACKROCK ETF TRUST

Ownership history in Wealth Quarterback LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Wealth Quarterback 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
2.29% (2025 Q2)
Avg. % of fund
1.91%
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 94,075 +345 +0.4% 2.06% $5.7M $60.65
2025 Q3 ADDED 93,730 +4,963 +5.6% 2.15% $5.5M $58.91
2025 Q2 ADDED 88,767 +47,776 +116.6% 2.29% $4.8M $54.08
2025 Q1 INITIATED 40,991 — — 1.12% $2.0M $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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