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Beaird Harris Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Beaird Harris Wealth Management’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 		$113K Buy
+1,655
New +$108K 0.01% 200
2024
Q4 		– Sell
-446
Closed -$22.1K – 507
2024
Q3 		$22.1K Buy
446
+283
+174% +$13.5K ﹤0.01% 286
2024
Q2 		$7.65K Buy
+163
New +$7.29K ﹤0.01% 410

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

Beaird Harris Wealth Management's DYNF Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 1,655 shares worth $113K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in DYNF as recently as Q3 2024.

Beaird Harris Wealth Management first reported a position in DYNF in Q2 2024 and has held it in 3 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Beaird Harris Wealth Management held 1,655 shares of BlackRock US Equity Factor Rotation ETF worth $113K as of Q2 2026.
  • BlackRock US Equity Factor Rotation ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • BlackRock US Equity Factor Rotation ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Beaird Harris Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 3 quarters since.
  • 891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.