One Wealth Advisors, LLC DYNF Holdings History
One Wealth Advisors, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, One Wealth Advisors, LLC held 419,652.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $22.85 Mil. This investment constitutes 3.18% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.12% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then One Wealth Advisors, LLC has made 5 purchases of DYNF, at an average price of $43.03, for a total of 428,560.00 shares. In addition, there have been 1 sales at an average price of $51.40 for 8,908.00 shares. Based on historical transaction data and DYNF's current price of $55.30, One Wealth Advisors, LLC's estimated gain on his DYNF holdings is $5.22 Mil, reflecting a 28.32% gain to date.
One Wealth Advisors, LLC DYNF ($55.30) Holding Chart
One Wealth Advisors, LLC DYNF ($55.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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