Goldstein Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Goldstein 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 Q2	$1.97M	Sell	28,986 -4,801	-14%	-$312K	0.18%	56
2026 Q1	$1.97M	Buy	33,787 +655	+2%	+$39.7K	0.22%	47
2025 Q4	$2.01M	Sell	33,132 -158	-0.5%	-$9.5K	0.23%	46
2025 Q3	$1.97M	Buy	33,290 +5,613	+20%	+$318K	0.24%	43
2025 Q2	$1.51M	Buy	27,677 +12,196	+79%	+$612K	0.2%	47
2025 Q1	$755K	Buy	15,481 +260	+2%	+$13.4K	0.11%	70
2024 Q4	$780K	Buy	15,221 +5,209	+52%	+$268K	0.11%	69
2024 Q3	$495K	Buy	+10,012	New	+$477K	0.08%	87

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

Goldstein Advisors's DYNF Position: Q2 2026 in Review

Goldstein Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 14% in Q2 2026, selling an estimated $312K and leaving 28,986 shares worth $1.97M. The position accounts for 0.18% of the portfolio, ranked #56.

Goldstein Advisors first reported a position in DYNF in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q4 2025. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Goldstein Advisors held 28,986 shares of BlackRock US Equity Factor Rotation ETF worth $1.97M as of Q2 2026.
Goldstein Advisors sold 4,801 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $312K.
BlackRock US Equity Factor Rotation ETF made up 0.18% of Goldstein Advisors's portfolio in Q2 2026, its #56 holding.
Goldstein Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 8 quarters since.
Goldstein Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $2.01M in Q4 2025.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.