Clearview Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Clearview 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
2025 Q4	$2.9M	Buy	47,637 +3,391	+8%	+$204K	1.84%	14
2025 Q3	$2.62M	Buy	44,246 +1,928	+5%	+$109K	1.68%	16
2025 Q2	$2.3M	Sell	42,318 -345	-0.8%	-$17.3K	1.61%	16
2025 Q1	$2.08M	Sell	42,663 -1,464	-3%	-$75.2K	1.55%	16
2024 Q4	$2.26M	Buy	44,127 +401	+0.9%	+$20.6K	1.72%	14
2024 Q3	$2.16M	Buy	43,726 +3,816	+10%	+$182K	1.67%	14
2024 Q2	$1.87M	Buy	39,910 +8,285	+26%	+$371K	1.64%	15
2024 Q1	$1.4M	Buy	+31,625	New	+$1.33M	1.43%	16

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

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

DWM

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

Clearview Wealth Advisors's DYNF Position: Q4 2025 in Review

Clearview Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 7.7% in Q4 2025, buying an estimated $204K and bringing the position to 47,637 shares worth $2.9M. The position accounts for 1.84% of the portfolio, ranked #14.

Clearview Wealth Advisors first reported a position in DYNF in Q1 2024 and has held it in 8 quarters since. 787 funds tracked by Wall St. Rank hold DYNF as of Q4 2025.

Clearview Wealth Advisors held 47,637 shares of BlackRock US Equity Factor Rotation ETF worth $2.9M as of Q4 2025.
Clearview Wealth Advisors bought 3,391 BlackRock US Equity Factor Rotation ETF shares in Q4 2025, an estimated $204K.
BlackRock US Equity Factor Rotation ETF made up 1.84% of Clearview Wealth Advisors's portfolio in Q4 2025, its #14 holding.
Clearview Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 8 quarters since.
787 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.