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Blue Zone Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Blue Zone Wealth Advisors’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 		– Sell
-4,700
Closed -$273K – 130
2026
Q1 		$273K Sell
4,700
-3,006
-39% -$182K 0.06% 111
2025
Q4 		$469K Buy
+7,706
New +$463K 0.09% 97

Other funds holding DYNF

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
EB
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Blue Zone Wealth Advisors's DYNF Position: Q2 2026 in Review

Blue Zone Wealth Advisors sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 4,700 shares — an estimated $273K sold.

Blue Zone Wealth Advisors first reported a position in DYNF in Q4 2025 and held it in 2 quarters. The position peaked at $469K in Q4 2025. 173 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Blue Zone Wealth Advisors reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 4,700 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $273K.
  • Blue Zone Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and held it in 2 quarters.
  • Blue Zone Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $469K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.