Betterment LLC’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Betterment LLC’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	$3.17M	Buy	54,574 +4,443	+9%	+$269K	0.01%	202
2025 Q4	$3.05M	Buy	50,131 +2,228	+5%	+$134K	0.01%	196
2025 Q3	$2.84M	Sell	47,903 -298	-0.6%	-$16.9K	0.01%	198
2025 Q2	$2.63M	Buy	48,201 +6,317	+15%	+$317K	0.01%	192
2025 Q1	$2.04M	Buy	41,884 +1,131	+3%	+$58.1K	﹤0.01%	203
2024 Q4	$2.09M	Buy	40,753 +840	+2%	+$43.2K	0.01%	202
2024 Q3	$1.97M	Buy	39,913 +5,490	+16%	+$262K	﹤0.01%	187
2024 Q2	$1.62M	Buy	+34,423	New	+$1.54M	﹤0.01%	186

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

Betterment LLC's DYNF Position: Q1 2026 in Review

Betterment LLC increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 8.9% in Q1 2026, buying an estimated $269K and bringing the position to 54,574 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #202.

Betterment LLC first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Betterment LLC held 54,574 shares of BlackRock US Equity Factor Rotation ETF worth $3.17M as of Q1 2026.
Betterment LLC bought 4,443 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $269K.
BlackRock US Equity Factor Rotation ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #202 holding.
Betterment LLC first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.