Dynasty Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Dynasty Wealth Management’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	$795M	Buy	11,684,774 +623,047	+6%	+$40.5M	5.91%	2
2026 Q1	$644M	Buy	11,061,727 +1,532,184	+16%	+$92.8M	5.61%	3
2025 Q4	$579M	Buy	9,529,543 +3,251,148	+52%	+$196M	5.69%	3
2025 Q3	$372M	Buy	6,278,395 +1,489,446	+31%	+$84.5M	4.96%	5
2025 Q2	$261M	Sell	4,788,949 -588,202	-11%	-$29.5M	4.44%	7
2025 Q1	$262M	Buy	5,377,151 +598,704	+13%	+$30.8M	4.37%	7
2024 Q4	$245M	Buy	+4,778,447	New	+$246M	4.22%	8
2024 Q3	–	Sell	-277,959	Closed	-$13M	–	232
2024 Q2	$13M	Buy	+277,959	New	+$12.4M	0.38%	33

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Dynasty Wealth Management's DYNF Position: Q2 2026 in Review

Dynasty Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.6% in Q2 2026, buying an estimated $40.5M and bringing the position to 11,684,774 shares worth $795M. The position accounts for 5.91% of the portfolio, ranked #2.

Dynasty Wealth Management first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Dynasty Wealth Management held 11,684,774 shares of BlackRock US Equity Factor Rotation ETF worth $795M as of Q2 2026.
Dynasty Wealth Management bought 623,047 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $40.5M.
BlackRock US Equity Factor Rotation ETF made up 5.91% of Dynasty Wealth Management's portfolio in Q2 2026, its #2 holding.
Dynasty Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.