BHPW
DYNF icon

Beverly Hills Private Wealth’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Beverly Hills Private Wealth’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 		$404K Buy
6,951
+153
+2% +$9.26K 0.07% 220
2025
Q4 		$413K Sell
6,798
-110
-2% -$6.62K 0.07% 206
2025
Q3 		$409K Sell
6,908
-598
-8% -$33.9K 0.07% 211
2025
Q2 		$409K Sell
7,506
-374
-5% -$18.8K 0.08% 208
2025
Q1 		$384K Sell
7,880
-637
-7% -$32.7K 0.08% 210
2024
Q4 		$436K Sell
8,517
-1,407
-14% -$72.4K 0.09% 189
2024
Q3 		$491K Sell
9,924
-4,115
-29% -$196K 0.1% 188
2024
Q2 		$659K Sell
14,039
-939
-6% -$42K 0.14% 151
2024
Q1 		$665K Buy
+14,978
New +$628K 0.15% 148

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FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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