Axim Planning & Wealth’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Axim Planning & Wealth’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 Q3	–	Sell	-9,069	Closed	-$494K	–	93
2025 Q2	$494K	Buy	+9,069	New	+$455K	0.45%	17
2025 Q1	–	Sell	-7,142	Closed	-$366K	–	50
2024 Q4	$366K	Buy	7,142 +1,913	+37%	+$98.5K	0.39%	13
2024 Q3	$259K	Buy	5,229 +48	+0.9%	+$2.29K	0.29%	22
2024 Q2	$243K	Buy	+5,181	New	+$232K	0.29%	20

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

PAS

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

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

Axim Planning & Wealth's DYNF Position: Q3 2025 in Review

Axim Planning & Wealth sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2025, closing a stake of 9,069 shares — an estimated $494K sold.

Axim Planning & Wealth first reported a position in DYNF in Q2 2024 and held it in 4 quarters. The position peaked at $494K in Q2 2025. 654 funds tracked by Wall St. Rank hold DYNF as of Q3 2025.

Axim Planning & Wealth reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q3 2025 after selling out during the quarter.
Axim Planning & Wealth sold 9,069 BlackRock US Equity Factor Rotation ETF shares in Q3 2025, an estimated $494K.
Axim Planning & Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and held it in 4 quarters.
Axim Planning & Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $494K in Q2 2025.
654 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.