Global Retirement Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Global Retirement Partners’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	$38M	Buy	+559,274	New	+$36.4M	0.58%	35
2025 Q4	$28M	Buy	460,532 +221,906	+93%	+$13.3M	0.5%	41
2025 Q3	$14.1M	Buy	238,626 +32,835	+16%	+$1.86M	0.32%	66
2025 Q2	$11.2M	Buy	+205,791	New	+$10.3M	0.28%	76
2024 Q4	$3.26M	Buy	63,688 +9,638	+18%	+$496K	0.09%	209
2024 Q3	$2.67M	Sell	54,050 -127,480	-70%	-$6.07M	0.08%	235
2024 Q2	$8.52M	Buy	181,530 +22,230	+14%	+$995K	0.27%	80
2024 Q1	$7.07M	Buy	+159,300	New	+$6.68M	0.26%	83

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

Global Retirement Partners's DYNF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 559,274 shares worth $38M. The stake represents 0.58% of the portfolio and ranks #35 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DYNF as recently as Q4 2025.

Global Retirement Partners first reported a position in DYNF in Q1 2024 and has held it in 8 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Global Retirement Partners held 559,274 shares of BlackRock US Equity Factor Rotation ETF worth $38M as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Global Retirement Partners position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.58% of Global Retirement Partners's portfolio in Q2 2026, its #35 holding.
Global Retirement Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 8 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.