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DGRODGRO
6 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES TR

Yes. Dynasty Wealth Management holds 1,329,183 shares of DGRO, worth $100.7M, as of its Q2 2026 13F filing. It increased the position by 47,908 shares (+3.7%) from Q1 2026. Dynasty Wealth Management has held DGRO since Q3 2025, across 4 quarterly 13F filings. DGRO is 0.7% of Dynasty Wealth Management's reported 13F portfolio.

Current Value

$100.7M

Current Shares

1.3M

Total Value Change

+$100.3M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+3.7%
$100.7M0.7%$75.42
44
2026-Q1
Increased
1.3M
+152x
$89.9M0.8%$69.53
68
2025-Q4
Increased
8,380
+6.7%
$581,7550.0%$68.46
26
2025-Q3
New
7,856
-
$534,8300.0%$66.71
34
2025-Q1
Exited
0
-100.0%
$00.0%$59.89
0
2024-Q4
New
7,074
-
$433,9190.0%$59.17
33

Other major holders of DGRO: Wealthfront Advisers LLC, First Command Advisory Services, Inc.

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