Global Financial Private Client’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Global Financial Private Client’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	$361K	Sell	5,313 -410	-7%	-$26.7K	0.1%	194
2026 Q1	$333K	Sell	5,723 -613	-10%	-$37.1K	0.11%	194
2025 Q4	$385K	Sell	6,336 -175	-3%	-$10.5K	0.14%	167
2025 Q3	$385K	Buy	6,511 +1,256	+24%	+$71.3K	0.14%	166
2025 Q2	$286K	Buy	5,255 +115	+2%	+$5.77K	0.11%	189
2025 Q1	$251K	Buy	5,140 +296	+6%	+$15.2K	0.1%	181
2024 Q4	$248K	Sell	4,844 -529	-10%	-$27.2K	0.09%	185
2024 Q3	$266K	Sell	5,373 -194	-3%	-$9.24K	0.1%	179
2024 Q2	$261K	Buy	5,567 +1,408	+34%	+$63K	0.11%	170
2024 Q1	$185K	Buy	+4,159	New	+$174K	0.08%	183

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Global Financial Private Client's DYNF Position: Q2 2026 in Review

Global Financial Private Client reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 7.2% in Q2 2026, selling an estimated $26.7K and leaving 5,313 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #194.

Global Financial Private Client first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $385K in Q3 2025. 444 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Global Financial Private Client held 5,313 shares of BlackRock US Equity Factor Rotation ETF worth $361K as of Q2 2026.
Global Financial Private Client sold 410 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $26.7K.
BlackRock US Equity Factor Rotation ETF made up 0.1% of Global Financial Private Client's portfolio in Q2 2026, its #194 holding.
Global Financial Private Client first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Global Financial Private Client's BlackRock US Equity Factor Rotation ETF position peaked at $385K in Q3 2025.
444 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.