Bedell Frazier Investment Counselling’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Bedell Frazier Investment Counselling’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	$7.8M	Buy	134,052 +3,861	+3%	+$234K	1.58%	20
2025 Q4	$7.92M	Buy	+130,191	New	+$7.83M	1.53%	18

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 $1.56T 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

Bedell Frazier Investment Counselling's DYNF Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3% in Q1 2026, buying an estimated $234K and bringing the position to 134,052 shares worth $7.8M. The position accounts for 1.58% of the portfolio, ranked #20.

Bedell Frazier Investment Counselling first reported a position in DYNF in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.92M in Q4 2025. 823 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Bedell Frazier Investment Counselling held 134,052 shares of BlackRock US Equity Factor Rotation ETF worth $7.8M as of Q1 2026.
Bedell Frazier Investment Counselling bought 3,861 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $234K.
BlackRock US Equity Factor Rotation ETF made up 1.58% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #20 holding.
Bedell Frazier Investment Counselling first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 2 quarters since.
Bedell Frazier Investment Counselling's BlackRock US Equity Factor Rotation ETF position peaked at $7.92M in Q4 2025.
823 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.