Galvin Gaustad & Stein’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Galvin Gaustad & Stein’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	–	Sell	-5,919	Closed	-$360K	–	258
2025 Q4	$360K	Buy	5,919 +2,050	+53%	+$123K	0.03%	194
2025 Q3	$229K	Buy	3,869 +60	+2%	+$3.4K	0.02%	193
2025 Q2	$207K	Buy	+3,809	New	+$191K	0.02%	187

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Galvin Gaustad & Stein's DYNF Position: Q1 2026 in Review

Galvin Gaustad & Stein sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 5,919 shares — an estimated $360K sold.

Galvin Gaustad & Stein first reported a position in DYNF in Q2 2025 and held it in 3 quarters. The position peaked at $360K in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Galvin Gaustad & Stein reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
Galvin Gaustad & Stein sold 5,919 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $360K.
Galvin Gaustad & Stein first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and held it in 3 quarters.
Galvin Gaustad & Stein's BlackRock US Equity Factor Rotation ETF position peaked at $360K in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.