Shah Wealth Advisors, LLC’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Shah Wealth Advisors, LLC’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	$67.6M	Buy	+993,630	New	+$64.6M	15.6%	1

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

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

Shah Wealth Advisors, LLC's DYNF Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 993,630 shares worth $67.6M. The stake represents 15.6% of the portfolio and ranks #1 among its holdings.

631 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Shah Wealth Advisors, LLC held 993,630 shares of BlackRock US Equity Factor Rotation ETF worth $67.6M as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Shah Wealth Advisors, LLC position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 15.6% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #1 holding.
631 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.