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Baron Silver Stevens Financial Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Baron Silver Stevens Financial 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
2025
Q4 		– Sell
-4,949
Closed -$293K – 136
2025
Q3 		$293K Buy
4,949
+738
+18% +$41.9K 0.04% 110
2025
Q2 		$229K Buy
+4,211
New +$211K 0.04% 129

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's DYNF Position: Q4 2025 in Review

Baron Silver Stevens Financial Advisors sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q4 2025, closing a stake of 4,949 shares — an estimated $293K sold.

Baron Silver Stevens Financial Advisors first reported a position in DYNF in Q2 2025 and held it in 2 quarters. The position peaked at $293K in Q3 2025. 787 funds tracked by Wall St. Rank hold DYNF as of Q4 2025.

  • Baron Silver Stevens Financial Advisors reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 4,949 BlackRock US Equity Factor Rotation ETF shares in Q4 2025, an estimated $293K.
  • Baron Silver Stevens Financial Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $293K in Q3 2025.
  • 787 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.