Atria Wealth Solutions’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$23M	Sell	421,250 -465,905	-53%	-$23.4M	0.52%	31
2025 Q1	$43.3M	Sell	887,155 -3,148	-0.4%	-$162K	0.52%	29
2024 Q4	$45.6M	Buy	890,303 +7,518	+0.9%	+$387K	0.5%	31
2024 Q3	$43.7M	Buy	882,785 +58,409	+7%	+$2.78M	0.47%	34
2024 Q2	$38.7M	Buy	824,376 +152,030	+23%	+$6.8M	0.43%	38
2024 Q1	$29.9M	Buy	+672,346	New	+$28.2M	0.34%	49

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Atria Wealth Solutions's DYNF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 53% in Q2 2025, selling an estimated $23.4M and leaving 421,250 shares worth $23M. The position accounts for 0.52% of the portfolio, ranked #31.

Atria Wealth Solutions first reported a position in DYNF in Q1 2024 and has held it in 6 quarters since. The position peaked at $45.6M in Q4 2024. 604 funds tracked by Wall St. Rank hold DYNF as of Q2 2025.

Atria Wealth Solutions held 421,250 shares of BlackRock US Equity Factor Rotation ETF worth $23M as of Q2 2025.
Atria Wealth Solutions sold 465,905 BlackRock US Equity Factor Rotation ETF shares in Q2 2025, an estimated $23.4M.
BlackRock US Equity Factor Rotation ETF made up 0.52% of Atria Wealth Solutions's portfolio in Q2 2025, its #31 holding.
Atria Wealth Solutions first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 6 quarters since.
Atria Wealth Solutions's BlackRock US Equity Factor Rotation ETF position peaked at $45.6M in Q4 2024.
604 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.