Commonwealth Retirement Investments’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Commonwealth Retirement Investments’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	$5.01M	Buy	73,637 +6,383	+9%	+$415K	1.36%	24
2026 Q1	$3.91M	Sell	67,254 -1,829	-3%	-$111K	1.21%	26
2025 Q4	$4.2M	Buy	69,083 +6,306	+10%	+$379K	1.35%	21
2025 Q3	$3.72M	Buy	62,777 +10,591	+20%	+$601K	1.26%	21
2025 Q2	$2.84M	Buy	52,186 +137	+0.3%	+$6.87K	1.08%	27
2025 Q1	$2.54M	Buy	52,049 +1,516	+3%	+$77.9K	1.03%	34
2024 Q4	$2.59M	Buy	50,533 +1,018	+2%	+$52.4K	1.07%	29
2024 Q3	$2.45M	Buy	49,515 +1,088	+2%	+$51.8K	1.03%	31
2024 Q2	$2.27M	Buy	48,427 +3,473	+8%	+$155K	1.04%	30
2024 Q1	$2M	Buy	+44,954	New	+$1.89M	0.95%	31

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

Commonwealth Retirement Investments's DYNF Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 9.5% in Q2 2026, buying an estimated $415K and bringing the position to 73,637 shares worth $5.01M. The position accounts for 1.36% of the portfolio, ranked #24.

Commonwealth Retirement Investments first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Commonwealth Retirement Investments held 73,637 shares of BlackRock US Equity Factor Rotation ETF worth $5.01M as of Q2 2026.
Commonwealth Retirement Investments bought 6,383 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $415K.
BlackRock US Equity Factor Rotation ETF made up 1.36% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #24 holding.
Commonwealth Retirement Investments first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.