B. Riley Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

B. Riley Wealth 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
2026 Q2	$4.2M	Buy	62,211 +2,886	+5%	+$188K	0.22%	102
2026 Q1	$3.35M	Sell	59,325 -14,388	-20%	-$871K	0.21%	112
2025 Q4	$4.48M	Buy	73,713 +1,523	+2%	+$91.6K	0.21%	108
2025 Q3	$4.27M	Buy	72,190 +11,656	+19%	+$661K	0.2%	106
2025 Q2	$3.3M	Buy	+60,534	New	+$3.04M	0.15%	138
2024 Q4	$8.18M	Sell	159,685 -131,468	-45%	-$6.77M	0.27%	77
2024 Q3	$14.3M	Sell	291,153 -16,139	-5%	-$769K	0.4%	43
2024 Q2	$14.4M	Buy	+307,292	New	+$13.7M	0.37%	48

Other funds holding DYNF

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

B. Riley Wealth Advisors's DYNF Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.9% in Q2 2026, buying an estimated $188K and bringing the position to 62,211 shares worth $4.2M. The position accounts for 0.22% of the portfolio, ranked #102.

B. Riley Wealth Advisors first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.4M in Q2 2024. 252 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

B. Riley Wealth Advisors held 62,211 shares of BlackRock US Equity Factor Rotation ETF worth $4.2M as of Q2 2026.
B. Riley Wealth Advisors bought 2,886 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $188K.
BlackRock US Equity Factor Rotation ETF made up 0.22% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #102 holding.
B. Riley Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
B. Riley Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $14.4M in Q2 2024.
252 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.