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Foundations Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Foundations Investment 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 		$202M Buy
2,970,337
+277,303
+10% +$18M 2.08% 6
2026
Q1 		$157M Sell
2,693,034
-540,317
-17% -$32.7M 1.94% 4
2025
Q4 		$197M Buy
3,233,351
+265,551
+9% +$16M 2.58% 3
2025
Q3 		$176M Buy
2,967,800
+474,626
+19% +$26.9M 2.55% 2
2025
Q2 		$136M Buy
2,493,174
+295,906
+13% +$14.8M 2.14% 5
2025
Q1 		$107M Buy
2,197,268
+236,360
+12% +$12.1M 1.98% 6
2024
Q4 		$100M Buy
1,960,908
+50,021
+3% +$2.57M 1.94% 7
2024
Q3 		$94.5M Buy
1,910,887
+179,776
+10% +$8.56M 1.99% 8
2024
Q2 		$81.3M Buy
1,731,111
+419,064
+32% +$18.8M 1.97% 9
2024
Q1 		$58.3M Buy
1,312,047
+751,864
+134% +$31.5M 1.53% 13
2023
Q4 		$22.9M Buy
+560,183
New +$20.6M 0.62% 36

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Foundations Investment Advisors's DYNF Position: Q2 2026 in Review

Foundations Investment Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 10% in Q2 2026, buying an estimated $18M and bringing the position to 2,970,337 shares worth $202M. The position accounts for 2.08% of the portfolio, ranked #6.

Foundations Investment Advisors first reported a position in DYNF in Q4 2023 and has held it in 11 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Foundations Investment Advisors held 2,970,337 shares of BlackRock US Equity Factor Rotation ETF worth $202M as of Q2 2026.
  • Foundations Investment Advisors bought 277,303 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $18M.
  • BlackRock US Equity Factor Rotation ETF made up 2.08% of Foundations Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Foundations Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2023 and has held it in 11 quarters since.
  • 891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.