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

FRG Family 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
Q1 		$1.01M Buy
17,335
+5,440
+46% +$329K 0.17% 86
2025
Q4 		$723K Buy
+11,895
New +$715K 0.11% 101

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 $14.8B AUM 18.11% 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

FRG Family Wealth Advisors's DYNF Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 46% in Q1 2026, buying an estimated $329K and bringing the position to 17,335 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #86.

FRG Family Wealth Advisors first reported a position in DYNF in Q4 2025 and has held it in 2 quarters since. 822 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • FRG Family Wealth Advisors held 17,335 shares of BlackRock US Equity Factor Rotation ETF worth $1.01M as of Q1 2026.
  • FRG Family Wealth Advisors bought 5,440 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $329K.
  • BlackRock US Equity Factor Rotation ETF made up 0.17% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • FRG Family Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • 822 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.