Ehrlich Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Ehrlich Financial 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	$9.25M	Buy	135,972 +566	+0.4%	+$36.8K	4.76%	4
2026 Q1	$7.88M	Sell	135,406 -21,391	-14%	-$1.3M	4.53%	3
2025 Q4	$9.53M	Buy	156,797 +3,085	+2%	+$186K	5.43%	3
2025 Q3	$9.1M	Buy	153,712 +7,085	+5%	+$402K	5.4%	2
2025 Q2	$7.99M	Buy	146,627 +4,925	+3%	+$247K	5.17%	3
2025 Q1	$6.91M	Buy	141,702 +3,879	+3%	+$199K	5.04%	4
2024 Q4	$7.06M	Sell	137,823 -1,806	-1%	-$93K	5.02%	3
2024 Q3	$6.91M	Buy	139,629 +16,051	+13%	+$765K	4.93%	5
2024 Q2	$5.8M	Buy	123,578 +20,553	+20%	+$920K	4.58%	5
2024 Q1	$4.57M	Buy	+103,025	New	+$4.32M	3.85%	5

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Ehrlich Financial Group's DYNF Position: Q2 2026 in Review

Ehrlich Financial Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.42% in Q2 2026, buying an estimated $36.8K and bringing the position to 135,972 shares worth $9.25M. The position accounts for 4.76% of the portfolio, ranked #4.

Ehrlich Financial Group first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.53M in Q4 2025. 312 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Ehrlich Financial Group held 135,972 shares of BlackRock US Equity Factor Rotation ETF worth $9.25M as of Q2 2026.
Ehrlich Financial Group bought 566 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $36.8K.
BlackRock US Equity Factor Rotation ETF made up 4.76% of Ehrlich Financial Group's portfolio in Q2 2026, its #4 holding.
Ehrlich Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Ehrlich Financial Group's BlackRock US Equity Factor Rotation ETF position peaked at $9.53M in Q4 2025.
312 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.