Beacon Bridge Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Beacon Bridge Wealth Partners’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	$17.2M	Buy	253,037 +12,696	+5%	+$826K	4.9%	2
2026 Q1	$14M	Buy	240,341 +3,950	+2%	+$239K	4.68%	3
2025 Q4	$14.4M	Buy	236,391 +45,361	+24%	+$2.73M	4.78%	4
2025 Q3	$11.3M	Buy	191,030 +4,999	+3%	+$284K	4.02%	7
2025 Q2	$10.1M	Buy	186,031 +2,928	+2%	+$147K	4.02%	7
2025 Q1	$8.93M	Buy	183,103 +11,231	+7%	+$577K	3.81%	9
2024 Q4	$8.81M	Buy	171,872 +21,487	+14%	+$1.11M	3.74%	8
2024 Q3	$7.44M	Buy	150,385 +2,635	+2%	+$126K	3.2%	9
2024 Q2	$6.94M	Buy	147,750 +50,856	+52%	+$2.28M	3.18%	8
2024 Q1	$4.3M	Buy	+96,894	New	+$4.07M	2.03%	14

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Beacon Bridge Wealth Partners's DYNF Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.3% in Q2 2026, buying an estimated $826K and bringing the position to 253,037 shares worth $17.2M. The position accounts for 4.9% of the portfolio, ranked #2.

Beacon Bridge Wealth Partners first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Beacon Bridge Wealth Partners held 253,037 shares of BlackRock US Equity Factor Rotation ETF worth $17.2M as of Q2 2026.
Beacon Bridge Wealth Partners bought 12,696 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $826K.
BlackRock US Equity Factor Rotation ETF made up 4.9% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #2 holding.
Beacon Bridge Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.