FORM Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

FORM Wealth 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
2026 Q2	$146M	Sell	2,147,451 -121,017	-5%	-$7.87M	16.06%	2
2026 Q1	$132M	Buy	2,268,468 +72,671	+3%	+$4.4M	15.46%	2
2025 Q4	$134M	Buy	+2,195,797	New	+$132M	15.63%	2
2025 Q2	$124M	Buy	2,285,263 +733,154	+47%	+$36.8M	15.06%	2
2025 Q1	$75.7M	Buy	+1,552,109	New	+$79.8M	10.28%	4

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

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

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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FORM Wealth Advisors's DYNF Position: Q2 2026 in Review

FORM Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.3% in Q2 2026, selling an estimated $7.87M and leaving 2,147,451 shares worth $146M. The position accounts for 16.06% of the portfolio, ranked #2.

FORM Wealth Advisors first reported a position in DYNF in Q1 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

FORM Wealth Advisors held 2,147,451 shares of BlackRock US Equity Factor Rotation ETF worth $146M as of Q2 2026.
FORM Wealth Advisors sold 121,017 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $7.87M.
BlackRock US Equity Factor Rotation ETF made up 16.06% of FORM Wealth Advisors's portfolio in Q2 2026, its #2 holding.
FORM Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 5 quarters since.
258 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.