BBA
DYNF icon

Braun-Bostich & Associates’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Braun-Bostich & Associates’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 		$6.83M Sell
117,480
-22,545
-16% -$1.36M 4.28% 2
2025
Q4 		$8.51M Buy
140,025
+148
+0.1% +$8.9K 5.26% 2
2025
Q3 		$8.28M Buy
139,877
+14,896
+12% +$845K 5.22% 2
2025
Q2 		$6.81M Sell
124,981
-153
-0.1% -$7.68K 4.65% 3
2025
Q1 		$6.1M Sell
125,134
-883
-0.7% -$45.4K 4.51% 4
2024
Q4 		$6.46M Sell
126,017
-3,870
-3% -$199K 4.65% 3
2024
Q3 		$6.43M Buy
129,887
+2,626
+2% +$125K 4.48% 4
2024
Q2 		$5.97M Buy
127,261
+64,480
+103% +$2.89M 4.44% 4
2024
Q1 		$2.79M Buy
+62,781
New +$2.63M 2.33% 8

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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