Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

DYNFDYNF
10 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in BLACKROCK ETF TRUST

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.8M shares of DYNF (BLACKROCK ETF TRUST), worth $124.5M as of 2026-Q2. The position was increased (+4.3% shares). DYNF represents 0.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$124.5M

Current Shares

1.8M

Total Value Change

+$34.9M

Total Shares Change

-187,286

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+4.3%
$124.5M0.7%$67.87
44
2026-Q1
Decreased
1.8M
-17.0%
$102M0.6%$57.95
0
2025-Q4
Increased
2.1M
+2.5%
$128.4M0.8%$60.41
44
2025-Q3
Increased
2.1M
+18.0%
$121.9M0.9%$58.68
50
2025-Q2
Decreased
1.7M
-2.7%
$95M0.8%$53.87
0
2025-Q1
Decreased
1.8M
-1.3%
$87.4M0.7%$48.06
0
2024-Q4
Decreased
1.8M
-6.3%
$93.1M0.8%$50.34
0
2024-Q3
Decreased
1.9M
-1.6%
$95.9M0.8%$48.48
0
2024-Q2
Decreased
2M
-2.3%
$92.5M0.8%$45.90
0
2024-Q1
New
2M
-
$89.5M0.7%$43.36
58

Other major holders of DYNF: ENVESTNET ASSET MANAGEMENT INC

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