Freedom Investment Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Freedom Investment Management’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	$221K	Buy	+3,256	New	+$212K	0.06%	99
2026 Q1	–	Sell	-5,261	Closed	-$320K	–	108
2025 Q4	$320K	Sell	5,261 -815	-13%	-$49K	0.09%	79
2025 Q3	$360K	Sell	6,076 -20,623	-77%	-$1.17M	0.1%	99
2025 Q2	$1.45M	Buy	26,699 +6,263	+31%	+$314K	0.12%	156
2025 Q1	$996K	Buy	20,436 +11,042	+118%	+$568K	0.08%	239
2024 Q4	$481K	Sell	9,394 -19	-0.2%	-$978	0.04%	443
2024 Q3	$466K	Buy	9,413 +1,708	+22%	+$81.4K	0.04%	458
2024 Q2	$362K	Buy	7,705 +2,807	+57%	+$126K	0.03%	517
2024 Q1	$217K	Buy	+4,898	New	+$206K	0.02%	718

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

Freedom Investment Management's DYNF Position: Q2 2026 in Review

Freedom Investment Management opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 3,256 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #99 among its holdings. This is a return to the name: Freedom Investment Management previously reported a position in DYNF as recently as Q4 2025.

Freedom Investment Management first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q2 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Freedom Investment Management held 3,256 shares of BlackRock US Equity Factor Rotation ETF worth $221K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Freedom Investment Management position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.06% of Freedom Investment Management's portfolio in Q2 2026, its #99 holding.
Freedom Investment Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Freedom Investment Management's BlackRock US Equity Factor Rotation ETF position peaked at $1.45M in Q2 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.