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Coordinated Financial Services’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Coordinated Financial Services’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
Q1 		– Sell
-3,799
Closed -$231K – 182
2025
Q4 		$231K Sell
3,799
-56
-1% -$3.37K 0.13% 158
2025
Q3 		$228K Buy
+3,855
New +$219K 0.15% 144

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Coordinated Financial Services's DYNF Position: Q1 2026 in Review

Coordinated Financial Services sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 3,799 shares — an estimated $231K sold.

Coordinated Financial Services first reported a position in DYNF in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 824 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Coordinated Financial Services reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • Coordinated Financial Services sold 3,799 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $231K.
  • Coordinated Financial Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and held it in 2 quarters.
  • Coordinated Financial Services's BlackRock US Equity Factor Rotation ETF position peaked at $231K in Q4 2025.
  • 824 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.