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Barrett & Company’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Barrett & Company’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
Q1 		– Sell
-44
Closed -$2.68K – 659
2025
Q4 		$2.68K Buy
+44
New +$2.65K ﹤0.01% 569

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Barrett & Company's DYNF Position: Q1 2026 in Review

Barrett & Company sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 44 shares — an estimated $2.68K sold.

Barrett & Company first reported a position in DYNF in Q4 2025 and held it in 1 quarter. The position peaked at $2.68K in Q4 2025. 824 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Barrett & Company reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • Barrett & Company sold 44 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $2.68K.
  • Barrett & Company first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and held it in 1 quarter.
  • Barrett & Company's BlackRock US Equity Factor Rotation ETF position peaked at $2.68K in Q4 2025.
  • 824 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.