Concurrent Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Concurrent Investment 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	$37.8M	Buy	555,983 +69,205	+14%	+$4.5M	0.32%	60
2026 Q1	$28.3M	Buy	486,778 +142,424	+41%	+$8.62M	0.31%	65
2025 Q4	$20.9M	Buy	344,354 +169,364	+97%	+$10.2M	0.24%	86
2025 Q3	$10.4M	Buy	174,990 +58,495	+50%	+$3.32M	0.18%	120
2025 Q2	$6.34M	Buy	116,495 +2,653	+2%	+$133K	0.12%	180
2025 Q1	$5.55M	Buy	113,842 +6,703	+6%	+$345K	0.13%	163
2024 Q4	$5.49M	Buy	107,139 +2,203	+2%	+$113K	0.15%	145
2024 Q3	$5.19M	Buy	104,936 +71,225	+211%	+$3.39M	0.15%	143
2024 Q2	$1.58M	Buy	33,711 +2,707	+9%	+$121K	0.05%	333
2024 Q1	$1.38M	Buy	+31,004	New	+$1.3M	0.06%	315

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's DYNF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 14% in Q2 2026, buying an estimated $4.5M and bringing the position to 555,983 shares worth $37.8M. The position accounts for 0.32% of the portfolio, ranked #60.

Concurrent Investment Advisors first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 424 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Concurrent Investment Advisors held 555,983 shares of BlackRock US Equity Factor Rotation ETF worth $37.8M as of Q2 2026.
Concurrent Investment Advisors bought 69,205 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $4.5M.
BlackRock US Equity Factor Rotation ETF made up 0.32% of Concurrent Investment Advisors's portfolio in Q2 2026, its #60 holding.
Concurrent Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
424 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.