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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Beacon Bridge Wealth Partners's DYNF Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.7% in Q1 2026, buying an estimated $239K and bringing the position to 240,341 shares worth $14M. The position accounts for 4.68% of the portfolio, ranked #3.

Beacon Bridge Wealth Partners first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.4M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Beacon Bridge Wealth Partners held 240,341 shares of BlackRock US Equity Factor Rotation ETF worth $14M as of Q1 2026.
Beacon Bridge Wealth Partners bought 3,950 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $239K.
BlackRock US Equity Factor Rotation ETF made up 4.68% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #3 holding.
Beacon Bridge Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Beacon Bridge Wealth Partners's BlackRock US Equity Factor Rotation ETF position peaked at $14.4M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.