• 13F History

Dynamic Financial Group

13F Filings History

Latest 13F report
Q4 2024 - Apr 9, 2025
Value $
$98.5M
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 61 stock holdings with total value $98.5M as of Q4 2024. Top holdings included SGOV, IWF, DE, VZ, and IWD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 61 $98.5M $0 $0 SGOV, IWF, DE, VZ, IWD 13F-HR 4/9/2025, 11:30 AM