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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Sell
7,506
-374
-5% -$20.4K 0.08% 208
2025
Q1
$384K Sell
7,880
-637
-7% -$31.1K 0.08% 210
2024
Q4
$436K Sell
8,517
-1,407
-14% -$72.1K 0.09% 189
2024
Q3
$491K Sell
9,924
-4,115
-29% -$204K 0.1% 188
2024
Q2
$659K Sell
14,039
-939
-6% -$44.1K 0.14% 151
2024
Q1
$665K Buy
+14,978
New +$665K 0.15% 148