13F Filings History of Dynamic Financial Group

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$117,218,756
Signature - Title
Darren Yoder - Chief Compliance Officer
Location
Cedar Falls, IA
Summary
This page shows a list of all the recent 13F filings made by Dynamic Financial Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dynamic Financial Group reported 69 stock holdings with total value $117,218,756 as of Q4 2025. Top holdings included SGOV, JAAA, IWF, DE, and VZ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 69 $117,218,756 +$20,667,563 -$18,949,818 +$1,717,745 SGOV, JAAA, IWF, DE, VZ 13F-HR 26 Jan 2026, 10:54
Q3 2025 66 $115,179,444 +$9,639,048 -$860,870 +$8,778,178 SGOV, IWF, DE, VZ, IWD 13F-HR 28 Oct 2025, 14:48
Q2 2025 61 $103,753,696 +$4,163,246 -$3,225,556 +$937,690 SGOV, IWF, DE, VZ, IWD 13F-HR 25 Jul 2025, 15:02
Q1 2025 57 $99,851,761 +$3,231,852 -$2,130,617 +$1,101,235 SGOV, IWF, DE, VZ, IWD 13F-HR 13 May 2025, 15:01
Q4 2024 61 $98,478,136 $0 $0 $0 SGOV, IWF, DE, VZ, IWD 13F-HR 09 Apr 2025, 11:30