Clearstead Trust’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Clearstead Trust’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 Q3	$15.2K	Buy	+219	New	+$15.1K	﹤0.01%	567

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Clearstead Trust's DYNF Position: Q3 2026 in Review

Clearstead Trust opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2026: 219 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings.

851 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Clearstead Trust held 219 shares of BlackRock US Equity Factor Rotation ETF worth $15.2K as of Q3 2026.
BlackRock US Equity Factor Rotation ETF was a new Clearstead Trust position in Q3 2026.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #567 holding.
851 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.