Focus Partners Wealth’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Focus Partners Wealth’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	$9.5M	Sell	139,624 -16,364	-10%	-$1.06M	0.01%	734
2026 Q1	$9.08M	Sell	155,988 -4,797	-3%	-$290K	0.01%	748
2025 Q4	$9.78M	Buy	160,785 +1,088	+0.7%	+$65.4K	0.01%	700
2025 Q3	$9.45M	Sell	159,697 -79	-0%	-$4.48K	0.02%	571
2025 Q2	$8.7M	Buy	+159,776	New	+$8.02M	0.02%	530

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Focus Partners Wealth's DYNF Position: Q2 2026 in Review

Focus Partners Wealth reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 10% in Q2 2026, selling an estimated $1.06M and leaving 139,624 shares worth $9.5M. The position accounts for 0.01% of the portfolio, ranked #734.

Focus Partners Wealth first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.78M in Q4 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Focus Partners Wealth held 139,624 shares of BlackRock US Equity Factor Rotation ETF worth $9.5M as of Q2 2026.
Focus Partners Wealth sold 16,364 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.06M.
BlackRock US Equity Factor Rotation ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #734 holding.
Focus Partners Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
Focus Partners Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $9.78M in Q4 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.