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Criterion Capital Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Criterion Capital Advisors’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
2024
Q4 		$214K Hold
4,549
– – 0.13% 73
2024
Q3 		$214K Hold
4,549
– – 0.13% 73
2024
Q2 		$214K Buy
4,549
+2,673
+142% +$120K 0.13% 73
2024
Q1 		$83.3K Buy
+1,876
New +$78.7K 0.06% 100

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Criterion Capital Advisors's DYNF Position: Q4 2024 in Review

Criterion Capital Advisors held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q4 2024 at 4,549 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #73.

Criterion Capital Advisors first reported a position in DYNF in Q1 2024 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold DYNF as of Q4 2024.

  • Criterion Capital Advisors held 4,549 shares of BlackRock US Equity Factor Rotation ETF worth $214K as of Q4 2024.
  • Criterion Capital Advisors left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q4 2024.
  • BlackRock US Equity Factor Rotation ETF made up 0.13% of Criterion Capital Advisors's portfolio in Q4 2024, its #73 holding.
  • Criterion Capital Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 4 quarters since.
  • 528 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.