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 Q2	$8.68M	Buy	128,033 +12,734	+11%	+$828K	1.09%	21
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 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

Cornerstone Planning Group's DYNF Position: Q2 2026 in Review

Cornerstone Planning Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 11% in Q2 2026, buying an estimated $828K and bringing the position to 128,033 shares worth $8.68M. The position accounts for 1.09% of the portfolio, ranked #21.

Cornerstone Planning Group first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Cornerstone Planning Group held 128,033 shares of BlackRock US Equity Factor Rotation ETF worth $8.68M as of Q2 2026.
Cornerstone Planning Group bought 12,734 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $828K.
BlackRock US Equity Factor Rotation ETF made up 1.09% of Cornerstone Planning Group's portfolio in Q2 2026, its #21 holding.
Cornerstone Planning Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.