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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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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. 173 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.
  • 173 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.