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Alera Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Alera Investment 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
2024
Q3 		$33.8M Buy
684,140
+679
+0.1% +$32.3K 3.98% 5
2024
Q2 		$32.1M Buy
+683,461
New +$30.6M 3.86% 6

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Alera Investment Advisors's DYNF Position: Q3 2024 in Review

Alera Investment Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.1% in Q3 2024, buying an estimated $32.3K and bringing the position to 684,140 shares worth $33.8M. The position accounts for 3.98% of the portfolio, ranked #5.

Alera Investment Advisors first reported a position in DYNF in Q2 2024 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold DYNF as of Q3 2024.

  • Alera Investment Advisors held 684,140 shares of BlackRock US Equity Factor Rotation ETF worth $33.8M as of Q3 2024.
  • Alera Investment Advisors bought 679 BlackRock US Equity Factor Rotation ETF shares in Q3 2024, an estimated $32.3K.
  • BlackRock US Equity Factor Rotation ETF made up 3.98% of Alera Investment Advisors's portfolio in Q3 2024, its #5 holding.
  • Alera Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.