Cardinal Point Capital Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Cardinal Point Capital Management’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
2023 Q3	–	Sell	-11,650	Closed	-$418K	–	68
2023 Q2	$418K	Sell	11,650 -16,750	-59%	-$561K	0.13%	47
2023 Q1	$920K	Sell	28,400 -30,575	-52%	-$955K	0.28%	31
2022 Q4	$1.74M	Buy	+58,975	New	+$1.74M	0.6%	16

Other funds holding DYNF

SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM

KM Capital Management Austin, Texas $149M AUM 18.7% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cardinal Point Capital Management's DYNF Position: Q3 2023 in Review

Cardinal Point Capital Management sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2023, closing a stake of 11,650 shares — an estimated $418K sold.

Cardinal Point Capital Management first reported a position in DYNF in Q4 2022 and held it in 3 quarters. The position peaked at $1.74M in Q4 2022. 20 funds tracked by Wall St. Rank hold DYNF as of Q3 2023.

Cardinal Point Capital Management reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q3 2023 after selling out during the quarter.
Cardinal Point Capital Management sold 11,650 BlackRock US Equity Factor Rotation ETF shares in Q3 2023, an estimated $418K.
Cardinal Point Capital Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2022 and held it in 3 quarters.
Cardinal Point Capital Management's BlackRock US Equity Factor Rotation ETF position peaked at $1.74M in Q4 2022.
20 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2023.

Based on Cardinal Point Capital Management's 13F filing for Q3 2023, filed 19 Oct 2023.