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 Q2	$7.8M	Sell	114,658 -2,822	-2%	-$184K	4.35%	3
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Braun-Bostich & Associates's DYNF Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.4% in Q2 2026, selling an estimated $184K and leaving 114,658 shares worth $7.8M. The position accounts for 4.35% of the portfolio, ranked #3.

Braun-Bostich & Associates first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.51M in Q4 2025. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Braun-Bostich & Associates held 114,658 shares of BlackRock US Equity Factor Rotation ETF worth $7.8M as of Q2 2026.
Braun-Bostich & Associates sold 2,822 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $184K.
BlackRock US Equity Factor Rotation ETF made up 4.35% of Braun-Bostich & Associates's portfolio in Q2 2026, its #3 holding.
Braun-Bostich & Associates first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Braun-Bostich & Associates's BlackRock US Equity Factor Rotation ETF position peaked at $8.51M in Q4 2025.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.