Caliber Wealth Management (Kansas)’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Caliber Wealth Management (Kansas)’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	$3.71M	Buy	54,588 +5,000	+10%	+$325K	0.36%	58
2026 Q1	$2.89M	Buy	49,588 +1,840	+4%	+$111K	0.32%	68
2025 Q4	$2.9M	Buy	47,748 +3,878	+9%	+$233K	0.31%	68
2025 Q3	$2.6M	Buy	43,870 +14,866	+51%	+$843K	0.29%	76
2025 Q2	$1.58M	Buy	29,004 +12,341	+74%	+$619K	0.17%	118
2025 Q1	$812K	Buy	+16,663	New	+$856K	0.11%	137

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 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

Caliber Wealth Management (Kansas)'s DYNF Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 10% in Q2 2026, buying an estimated $325K and bringing the position to 54,588 shares worth $3.71M. The position accounts for 0.36% of the portfolio, ranked #58.

Caliber Wealth Management (Kansas) first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 497 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Caliber Wealth Management (Kansas) held 54,588 shares of BlackRock US Equity Factor Rotation ETF worth $3.71M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 5,000 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $325K.
BlackRock US Equity Factor Rotation ETF made up 0.36% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #58 holding.
Caliber Wealth Management (Kansas) first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
497 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.