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COMPASS FINANCIAL MANAGEMENT LLC’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$16K Buy
+235
New +$15.3K ﹤0.01% 948

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

COMPASS FINANCIAL MANAGEMENT LLC's DYNF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 235 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

760 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 235 shares of BlackRock US Equity Factor Rotation ETF worth $16K as of Q2 2026.
  • BlackRock US Equity Factor Rotation ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #948 holding.
  • 760 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.