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Dynasty Wealth Management, LLC
DGRO6 quarters
Position history for
Dynasty 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
Other major holders of DGRO: Wealthfront Advisers LLC, First Command Advisory Services, Inc.