CIA
Concurrent Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Buy |
116,495
+2,653
| +2% | +$144K | 0.12% | 179 |
|
|
2025
Q1 | $5.55M | Buy |
113,842
+6,703
| +6% | +$327K | 0.13% | 162 |
|
|
2024
Q4 | $5.49M | Buy |
107,139
+2,203
| +2% | +$113K | 0.15% | 144 |
|
|
2024
Q3 | $5.19M | Buy |
104,936
+71,225
| +211% | +$3.52M | 0.15% | 142 |
|
|
2024
Q2 | $1.58M | Buy |
33,711
+2,707
| +9% | +$127K | 0.05% | 330 |
|
|
2024
Q1 | $1.38M | Buy |
+31,004
| New | +$1.38M | 0.06% | 314 |
|