C1AG
DYNF icon

Client 1st Advisory Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Client 1st Advisory Group’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 		$8.56M Buy
125,849
+8,819
+8% +$574K 2.23% 12
2026
Q1 		$6.81M Buy
117,030
+16,233
+16% +$983K 2.07% 13
2025
Q4 		$6.13M Buy
100,797
+5,568
+6% +$335K 1.92% 14
2025
Q3 		$5.64M Buy
95,229
+9,895
+12% +$561K 1.87% 14
2025
Q2 		$4.65M Buy
85,334
+5,095
+6% +$256K 1.69% 14
2025
Q1 		$3.91M Buy
80,239
+5,033
+7% +$259K 1.52% 15
2024
Q4 		$3.85M Buy
75,206
+15,808
+27% +$814K 1.48% 14
2024
Q3 		$2.94M Buy
59,398
+24,049
+68% +$1.15M 1.17% 17
2024
Q2 		$1.66M Buy
35,349
+26,245
+288% +$1.17M 0.71% 21
2024
Q1 		$404K Buy
+9,104
New +$382K 0.18% 66

Other funds holding DYNF

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Client 1st Advisory Group's DYNF Position: Q2 2026 in Review

Client 1st Advisory Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 7.5% in Q2 2026, buying an estimated $574K and bringing the position to 125,849 shares worth $8.56M. The position accounts for 2.23% of the portfolio, ranked #12.

Client 1st Advisory Group first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 200 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Client 1st Advisory Group held 125,849 shares of BlackRock US Equity Factor Rotation ETF worth $8.56M as of Q2 2026.
  • Client 1st Advisory Group bought 8,819 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $574K.
  • BlackRock US Equity Factor Rotation ETF made up 2.23% of Client 1st Advisory Group's portfolio in Q2 2026, its #12 holding.
  • Client 1st Advisory Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • 200 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.