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

Creative Planning’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	$8.93M	Buy	131,234 +9,913	+8%	+$645K	0.01%	968
2026 Q1	$7.06M	Sell	121,321 -2,551	-2%	-$154K	﹤0.01%	940
2025 Q4	$7.53M	Buy	123,872 +10,072	+9%	+$606K	0.01%	743
2025 Q3	$6.74M	Sell	113,800 -9,995	-8%	-$567K	0.01%	729
2025 Q2	$6.74M	Sell	123,795 -12,962	-9%	-$650K	0.01%	658
2025 Q1	$6.67M	Buy	+136,757	New	+$7.03M	0.01%	615
2024 Q4	–	Sell	-4,779	Closed	-$236K	–	3617
2024 Q3	$236K	Sell	4,779 -16	-0.3%	-$762	﹤0.01%	2716
2024 Q2	$225K	Sell	4,795 -1,327	-22%	-$59.4K	﹤0.01%	2591
2024 Q1	$272K	Buy	+6,122	New	+$257K	﹤0.01%	2335

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

Creative Planning's DYNF Position: Q2 2026 in Review

Creative Planning increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 8.2% in Q2 2026, buying an estimated $645K and bringing the position to 131,234 shares worth $8.93M. The position accounts for 0.01% of the portfolio, ranked #968.

Creative Planning first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Creative Planning held 131,234 shares of BlackRock US Equity Factor Rotation ETF worth $8.93M as of Q2 2026.
Creative Planning bought 9,913 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $645K.
BlackRock US Equity Factor Rotation ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #968 holding.
Creative Planning first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.