CLA (CliftonLarsonAllen) Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$9.56M	Sell	140,601 -43,726	-24%	-$2.84M	0.13%	69
2026 Q1	$10.7M	Sell	184,327 -43,349	-19%	-$2.62M	0.16%	62
2025 Q4	$13.8M	Sell	227,676 -23,212	-9%	-$1.4M	0.21%	54
2025 Q3	$14.9M	Sell	250,888 -31,292	-11%	-$1.78M	0.23%	52
2025 Q2	$15.4M	Sell	282,180 -94,218	-25%	-$4.73M	0.26%	53
2025 Q1	$18.4M	Buy	+376,398	New	+$19.3M	0.34%	47

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DYNF Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 24% in Q2 2026, selling an estimated $2.84M and leaving 140,601 shares worth $9.56M. The position accounts for 0.13% of the portfolio, ranked #69.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.4M in Q1 2025. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 140,601 shares of BlackRock US Equity Factor Rotation ETF worth $9.56M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 43,726 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $2.84M.
BlackRock US Equity Factor Rotation ETF made up 0.13% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #69 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $18.4M in Q1 2025.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.