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Chatterton & Associates’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Chatterton & 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 		$6.39M Buy
94,336
+12,761
+16% +$830K 3.76% 6
2026
Q1 		$4.99M Buy
81,575
+3,670
+5% +$222K 3.5% 6
2025
Q4 		$4.74M Buy
+77,905
New +$4.68M 4.06% 3

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Chatterton & Associates's DYNF Position: Q2 2026 in Review

Chatterton & Associates increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 16% in Q2 2026, buying an estimated $830K and bringing the position to 94,336 shares worth $6.39M. The position accounts for 3.76% of the portfolio, ranked #6.

Chatterton & Associates first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. 569 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Chatterton & Associates held 94,336 shares of BlackRock US Equity Factor Rotation ETF worth $6.39M as of Q2 2026.
  • Chatterton & Associates bought 12,761 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $830K.
  • BlackRock US Equity Factor Rotation ETF made up 3.76% of Chatterton & Associates's portfolio in Q2 2026, its #6 holding.
  • Chatterton & Associates first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 569 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.