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Edge Financial Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Edge Financial 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
2025
Q4 		$10M Buy
164,620
+9,618
+6% +$578K 4.21% 5
2025
Q3 		$9.18M Buy
155,002
+11,224
+8% +$637K 4.11% 5
2025
Q2 		$7.83M Sell
143,778
-2,319
-2% -$116K 4.12% 5
2025
Q1 		$7.12M Buy
+146,097
New +$7.51M 4.5% 6

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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Edge Financial Advisors's DYNF Position: Q4 2025 in Review

Edge Financial Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.2% in Q4 2025, buying an estimated $578K and bringing the position to 164,620 shares worth $10M. The position accounts for 4.21% of the portfolio, ranked #5.

Edge Financial Advisors first reported a position in DYNF in Q1 2025 and has held it in 4 quarters since. 787 funds tracked by Wall St. Rank hold DYNF as of Q4 2025.

  • Edge Financial Advisors held 164,620 shares of BlackRock US Equity Factor Rotation ETF worth $10M as of Q4 2025.
  • Edge Financial Advisors bought 9,618 BlackRock US Equity Factor Rotation ETF shares in Q4 2025, an estimated $578K.
  • BlackRock US Equity Factor Rotation ETF made up 4.21% of Edge Financial Advisors's portfolio in Q4 2025, its #5 holding.
  • Edge Financial Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 4 quarters since.
  • 787 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.