Alpha Financial Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Alpha Financial Partners’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	$5.69M	Buy	83,630 +106	+0.1%	+$6.9K	2.99%	8
2026 Q1	$4.86M	Buy	83,524 +6,151	+8%	+$372K	2.88%	7
2025 Q4	$4.71M	Buy	77,373 +46,241	+149%	+$2.78M	2.87%	8
2025 Q3	$1.84M	Buy	31,132 +16,048	+106%	+$910K	1.2%	13
2025 Q2	$821K	Buy	15,084 +1,517	+11%	+$76.1K	0.59%	27
2025 Q1	$662K	Buy	13,567 +1,797	+15%	+$92.4K	0.53%	31
2024 Q4	$603K	Sell	11,770 -127,859	-92%	-$6.58M	0.48%	32
2024 Q3	$6.91M	Buy	+139,629	New	+$6.65M	4.93%	5

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Alpha Financial Partners's DYNF Position: Q2 2026 in Review

Alpha Financial Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.13% in Q2 2026, buying an estimated $6.9K and bringing the position to 83,630 shares worth $5.69M. The position accounts for 2.99% of the portfolio, ranked #8.

Alpha Financial Partners first reported a position in DYNF in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.91M in Q3 2024. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Alpha Financial Partners held 83,630 shares of BlackRock US Equity Factor Rotation ETF worth $5.69M as of Q2 2026.
Alpha Financial Partners bought 106 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $6.9K.
BlackRock US Equity Factor Rotation ETF made up 2.99% of Alpha Financial Partners's portfolio in Q2 2026, its #8 holding.
Alpha Financial Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 8 quarters since.
Alpha Financial Partners's BlackRock US Equity Factor Rotation ETF position peaked at $6.91M in Q3 2024.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.