Arcadia Wealth Management (New Hampshire)’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$2.62M	Buy	38,486 +16,658	+76%	+$1.08M	0.82%	23
2026 Q1	$1.27M	Buy	21,828 +3,758	+21%	+$228K	0.46%	35
2025 Q4	$1.1M	Sell	18,070 -1,285	-7%	-$77.3K	0.41%	40
2025 Q3	$1.15M	Buy	19,355 +7,097	+58%	+$403K	0.45%	39
2025 Q2	$668K	Sell	12,258 -488	-4%	-$24.5K	0.29%	40
2025 Q1	$621K	Sell	12,746 -479	-4%	-$24.6K	0.31%	42
2024 Q4	$678K	Buy	13,225 +39	+0.3%	+$2.01K	0.34%	42
2024 Q3	$652K	Buy	13,186 +2,440	+23%	+$116K	0.34%	40
2024 Q2	$504K	Buy	+10,746	New	+$481K	0.29%	44

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

Arcadia Wealth Management (New Hampshire)'s DYNF Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 76% in Q2 2026, buying an estimated $1.08M and bringing the position to 38,486 shares worth $2.62M. The position accounts for 0.82% of the portfolio, ranked #23.

Arcadia Wealth Management (New Hampshire) first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 38,486 shares of BlackRock US Equity Factor Rotation ETF worth $2.62M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 16,658 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.08M.
BlackRock US Equity Factor Rotation ETF made up 0.82% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #23 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.