BigSur Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

BigSur 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	$1.64M	Buy	24,173 +7,600	+46%	+$494K	0.4%	71
2026 Q1	$964K	Hold	16,573	–	–	0.27%	88
2025 Q4	$1.01M	Sell	16,573 -16,000	-49%	-$962K	0.24%	85
2025 Q3	$1.93M	Hold	32,573	–	–	0.47%	55
2025 Q2	$1.77M	Hold	32,573	–	–	0.45%	59
2025 Q1	$1.59M	Hold	32,573	–	–	0.43%	62
2024 Q4	$1.67M	Hold	32,573	–	–	0.48%	58
2024 Q3	$1.61M	Hold	32,573	–	–	0.44%	62
2024 Q2	$1.53M	Buy	32,573 +21,370	+191%	+$956K	0.47%	62
2024 Q1	$497K	Buy	+11,203	New	+$470K	0.16%	112

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

BigSur Wealth Management's DYNF Position: Q2 2026 in Review

BigSur Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 46% in Q2 2026, buying an estimated $494K and bringing the position to 24,173 shares worth $1.64M. The position accounts for 0.4% of the portfolio, ranked #71.

BigSur Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.93M in Q3 2025. 258 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

BigSur Wealth Management held 24,173 shares of BlackRock US Equity Factor Rotation ETF worth $1.64M as of Q2 2026.
BigSur Wealth Management bought 7,600 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $494K.
BlackRock US Equity Factor Rotation ETF made up 0.4% of BigSur Wealth Management's portfolio in Q2 2026, its #71 holding.
BigSur Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
BigSur Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $1.93M in Q3 2025.
258 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.