Beacon Financial Planning’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Beacon Financial Planning’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	$6.28M	Buy	92,373 +2,294	+3%	+$149K	2.13%	14
2026 Q1	$5.24M	Buy	90,079 +33,401	+59%	+$2.02M	2.03%	14
2025 Q4	$3.45M	Buy	56,678 +8,341	+17%	+$502K	1.66%	15
2025 Q3	$2.86M	Buy	48,337 +4,623	+11%	+$262K	1.48%	16
2025 Q2	$2.38M	Buy	43,714 +5,407	+14%	+$271K	1.33%	17
2025 Q1	$1.87M	Buy	38,307 +19,534	+104%	+$1M	1.07%	18
2024 Q4	$962K	Buy	+18,773	New	+$966K	0.56%	27

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 Financial Planning's DYNF Position: Q2 2026 in Review

Beacon Financial Planning increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.5% in Q2 2026, buying an estimated $149K and bringing the position to 92,373 shares worth $6.28M. The position accounts for 2.13% of the portfolio, ranked #14.

Beacon Financial Planning first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Beacon Financial Planning held 92,373 shares of BlackRock US Equity Factor Rotation ETF worth $6.28M as of Q2 2026.
Beacon Financial Planning bought 2,294 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $149K.
BlackRock US Equity Factor Rotation ETF made up 2.13% of Beacon Financial Planning's portfolio in Q2 2026, its #14 holding.
Beacon Financial Planning first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.