Accurate Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Accurate Wealth Management’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	$801K	Sell	11,762 -278	-2%	-$18.1K	0.08%	255
2026 Q1	$737K	Buy	12,040 +635	+6%	+$38.4K	0.09%	240
2025 Q4	$702K	Sell	11,405 -838	-7%	-$50.4K	0.09%	234
2025 Q3	$719K	Buy	12,243 +7,832	+178%	+$444K	0.1%	225
2025 Q2	$242K	Sell	4,411 -658	-13%	-$33K	0.04%	398
2025 Q1	$237K	Sell	5,069 -3,051	-38%	-$157K	0.05%	340
2024 Q4	$412K	Sell	8,120 -992	-11%	-$51.1K	0.08%	232
2024 Q3	$459K	Buy	+9,112	New	+$434K	0.09%	212

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Accurate Wealth Management's DYNF Position: Q2 2026 in Review

Accurate Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.3% in Q2 2026, selling an estimated $18.1K and leaving 11,762 shares worth $801K. The position accounts for 0.08% of the portfolio, ranked #255.

Accurate Wealth Management first reported a position in DYNF in Q3 2024 and has held it in 8 quarters since. 378 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Accurate Wealth Management held 11,762 shares of BlackRock US Equity Factor Rotation ETF worth $801K as of Q2 2026.
Accurate Wealth Management sold 278 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $18.1K.
BlackRock US Equity Factor Rotation ETF made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #255 holding.
Accurate Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 8 quarters since.
378 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.