CPG
DYNF icon

Cornerstone Planning Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Cornerstone Planning 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
Q1 		$7.44M Buy
115,299
+19,130
+20% +$1.16M 0.99% 22
2025
Q4 		$5.94M Buy
96,169
+8,025
+9% +$483K 0.93% 22
2025
Q3 		$5.34M Buy
88,144
+86,998
+7,591% +$4.94M 0.86% 23
2025
Q2 		$63.6K Sell
1,146
-1,115
-49% -$55.9K 0.01% 202
2025
Q1 		$106K Buy
2,261
+1,240
+121% +$63.7K 0.03% 136
2024
Q4 		$53.5K Sell
1,021
-162
-14% -$8.34K 0.01% 179
2024
Q3 		$59.9K Sell
1,183
-1,126
-49% -$53.6K 0.02% 171
2024
Q2 		$102K Sell
2,309
-1,333
-37% -$59.6K 0.03% 133
2024
Q1 		$158K Buy
+3,642
New +$153K 0.05% 86

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Cornerstone Planning Group's DYNF Position: Q1 2026 in Review

Cornerstone Planning Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 20% in Q1 2026, buying an estimated $1.16M and bringing the position to 115,299 shares worth $7.44M. The position accounts for 0.99% of the portfolio, ranked #22.

Cornerstone Planning Group first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Cornerstone Planning Group held 115,299 shares of BlackRock US Equity Factor Rotation ETF worth $7.44M as of Q1 2026.
  • Cornerstone Planning Group bought 19,130 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $1.16M.
  • BlackRock US Equity Factor Rotation ETF made up 0.99% of Cornerstone Planning Group's portfolio in Q1 2026, its #22 holding.
  • Cornerstone Planning Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.