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Blue Oak Capital’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Blue Oak Capital’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
2025
Q1 		– Sell
-12,229
Closed -$627K – 75
2024
Q4 		$627K Buy
+12,229
New +$629K 0.38% 42

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Oak Capital's DYNF Position: Q1 2025 in Review

Blue Oak Capital sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2025, closing a stake of 12,229 shares — an estimated $627K sold.

Blue Oak Capital first reported a position in DYNF in Q4 2024 and held it in 1 quarter. The position peaked at $627K in Q4 2024. 558 funds tracked by Wall St. Rank hold DYNF as of Q1 2025.

  • Blue Oak Capital reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Oak Capital sold 12,229 BlackRock US Equity Factor Rotation ETF shares in Q1 2025, an estimated $627K.
  • Blue Oak Capital first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and held it in 1 quarter.
  • Blue Oak Capital's BlackRock US Equity Factor Rotation ETF position peaked at $627K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2025.

Based on Blue Oak Capital's 13F filing for Q1 2025, filed 6 Jun 2025.