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

Cardinal Point Wealth Management Partners’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 Q1	$920K	Sell	28,400 -30,575	-52%	-$955K	0.28%	31
2022 Q4	$1.74M	Sell	58,975 -526,213	-90%	-$15.6M	0.6%	16
2022 Q3	$16.3M	Sell	585,188 -21,875	-4%	-$667K	7.78%	4
2022 Q2	$17.7M	Sell	607,063 -7,763	-1%	-$245K	8.5%	4
2022 Q1	$21.2M	Buy	614,826 +468,551	+320%	+$16.1M	9.47%	3
2021 Q4	$5.49M	Buy	+146,275	New	+$5.59M	2.38%	11

Other funds holding DYNF

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

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

RPGK

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

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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

RJFSA

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

Cardinal Point Wealth Management Partners's DYNF Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 52% in Q1 2023, selling an estimated $955K and leaving 28,400 shares worth $920K. The position accounts for 0.28% of the portfolio, ranked #31.

Cardinal Point Wealth Management Partners first reported a position in DYNF in Q4 2021 and has held it in 6 quarters since. The position peaked at $21.2M in Q1 2022. 20 funds tracked by Wall St. Rank hold DYNF as of Q1 2023.

Cardinal Point Wealth Management Partners held 28,400 shares of BlackRock US Equity Factor Rotation ETF worth $920K as of Q1 2023.
Cardinal Point Wealth Management Partners sold 30,575 BlackRock US Equity Factor Rotation ETF shares in Q1 2023, an estimated $955K.
BlackRock US Equity Factor Rotation ETF made up 0.28% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #31 holding.
Cardinal Point Wealth Management Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's BlackRock US Equity Factor Rotation ETF position peaked at $21.2M in Q1 2022.
20 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.