Cary Street Partners Investment Advisory’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Cary Street Partners Investment Advisory’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	$2.56M	Buy	37,585 +7,179	+24%	+$467K	0.52%	48
2026 Q1	$1.77M	Sell	30,406 -2,107	-6%	-$128K	0.45%	58
2025 Q4	$1.98M	Buy	32,513 +19,613	+152%	+$1.18M	0.53%	48
2025 Q3	$764K	Buy	12,900 +1,885	+17%	+$107K	0.32%	65
2025 Q2	$600K	Buy	11,015 +273	+3%	+$13.7K	0.29%	76
2025 Q1	$524K	Buy	10,742 +330	+3%	+$17K	0.3%	83
2024 Q4	$534K	Buy	+10,412	New	+$536K	0.35%	67

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 25.32% 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

Cary Street Partners Investment Advisory's DYNF Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 24% in Q2 2026, buying an estimated $467K and bringing the position to 37,585 shares worth $2.56M. The position accounts for 0.52% of the portfolio, ranked #48.

Cary Street Partners Investment Advisory first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 691 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Cary Street Partners Investment Advisory held 37,585 shares of BlackRock US Equity Factor Rotation ETF worth $2.56M as of Q2 2026.
Cary Street Partners Investment Advisory bought 7,179 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $467K.
BlackRock US Equity Factor Rotation ETF made up 0.52% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #48 holding.
Cary Street Partners Investment Advisory first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
691 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.