DYNF — BLACKROCK ETF TRUST

Ownership history in WealthShield Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, 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
1.82% (2017 Q4)
Avg. % of fund
1.6%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 270,918 +6,657 +2.5% 1.82% $16.5M $60.81
2025 Q3 ADDED 264,261 +34,765 +15.1% 1.77% $15.6M $59.07
2025 Q2 ADDED 229,496 +5,674 +2.5% 1.51% $12.5M $54.23
2025 Q1 ADDED 223,822 +394 +0.2% 1.40% $10.9M $48.38
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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