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A4 Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

A4 Wealth Advisors’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
149,860
+27,051
+22% +$1.76M 6.76% 4
2026
Q1 		$7.15M Buy
122,809
+207
+0.2% +$12.5K 5.84% 4
2025
Q4 		$7.46M Buy
122,602
+50,178
+69% +$3.02M 6.45% 1
2025
Q3 		$4.29M Buy
+72,424
New +$4.11M 3.61% 1

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

A4 Wealth Advisors's DYNF Position: Q2 2026 in Review

A4 Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 22% in Q2 2026, buying an estimated $1.76M and bringing the position to 149,860 shares worth $10.2M. The position accounts for 6.76% of the portfolio, ranked #4.

A4 Wealth Advisors first reported a position in DYNF in Q3 2025 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • A4 Wealth Advisors held 149,860 shares of BlackRock US Equity Factor Rotation ETF worth $10.2M as of Q2 2026.
  • A4 Wealth Advisors bought 27,051 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.76M.
  • BlackRock US Equity Factor Rotation ETF made up 6.76% of A4 Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • A4 Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 4 quarters since.
  • 569 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.