BAM Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

BAM Wealth Management’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	$1.19M	Buy	17,519 +105	+0.6%	+$6.83K	0.75%	31
2026 Q1	$1.01M	Sell	17,414 -175	-1%	-$10.6K	0.76%	29
2025 Q4	$1.07M	Buy	17,589 +4,983	+40%	+$300K	0.77%	31
2025 Q3	$746K	Buy	+12,606	New	+$715K	0.58%	47

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

BAM Wealth Management's DYNF Position: Q2 2026 in Review

BAM Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.6% in Q2 2026, buying an estimated $6.83K and bringing the position to 17,519 shares worth $1.19M. The position accounts for 0.75% of the portfolio, ranked #31.

BAM Wealth Management first reported a position in DYNF in Q3 2025 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

BAM Wealth Management held 17,519 shares of BlackRock US Equity Factor Rotation ETF worth $1.19M as of Q2 2026.
BAM Wealth Management bought 105 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $6.83K.
BlackRock US Equity Factor Rotation ETF made up 0.75% of BAM Wealth Management's portfolio in Q2 2026, its #31 holding.
BAM Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 4 quarters since.
569 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.