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Crown Wealth Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Crown Wealth 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 		$13.9M Buy
204,467
+110,795
+118% +$7.21M 3.54% 6
2026
Q1 		$5.45M Buy
+93,672
New +$5.67M 1.6% 16

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Crown Wealth Group's DYNF Position: Q2 2026 in Review

Crown Wealth Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 118% in Q2 2026, buying an estimated $7.21M and bringing the position to 204,467 shares worth $13.9M. The position accounts for 3.54% of the portfolio, ranked #6.

Crown Wealth Group first reported a position in DYNF in Q1 2026 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Crown Wealth Group held 204,467 shares of BlackRock US Equity Factor Rotation ETF worth $13.9M as of Q2 2026.
  • Crown Wealth Group bought 110,795 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $7.21M.
  • BlackRock US Equity Factor Rotation ETF made up 3.54% of Crown Wealth Group's portfolio in Q2 2026, its #6 holding.
  • Crown Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.