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One Wealth Advisors, LLC: DYNF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Wealth Advisors, LLC on DYNF, newest first. How the timeline and the estimate are built.

One Wealth Advisors, LLC held 459,902 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 459,902 shares
    Change vs previous 13F -2,807 shares

    3.45% of the 13F portfolio, value $31,277,958.

    13F-HR 0001951757-26-001117 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 462,709 shares
    Change vs previous 13F -67,871 shares

    3.35% of the 13F portfolio, value $26,920,429.

    13F-HR 0001951757-26-000677 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 530,580 shares
    Change vs previous 13F +15,858 shares

    3.94% of the 13F portfolio, value $32,264,575.

    13F-HR 0001951757-26-000328 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 514,722 shares
    Change vs previous 13F +95,070 shares

    3.82% of the 13F portfolio, value $30,471,538.

    13F-HR 0001951757-25-001243 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 419,652 shares
    Change vs previous 13F +10,373 shares

    3.18% of the 13F portfolio, value $22,854,225.

    13F-HR 0001951757-25-000888 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 409,279 shares
    Change vs previous 13F -8,908 shares

    2.98% of the 13F portfolio, value $19,956,424.

    13F-HR 0001951757-25-000517 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 418,187 shares
    Change vs previous 13F +11,575 shares

    3.18% of the 13F portfolio, value $21,432,063.

    13F-HR 0001951757-25-000129 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 406,612 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $20,115,075.

    13F-HR 0001951757-24-001053 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).