Goldstone Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Goldstone Financial Group’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	$748K	Buy	+10,992	New	+$715K	0.07%	151
2026 Q1	–	Sell	-11,765	Closed	-$715K	–	229
2025 Q4	$715K	Sell	11,765 -10	-0.1%	-$601	0.08%	139
2025 Q3	$697K	Sell	11,775 -103	-0.9%	-$5.84K	0.08%	141
2025 Q2	$654K	Buy	+11,878	New	+$596K	0.09%	134

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

Goldstone Financial Group's DYNF Position: Q2 2026 in Review

Goldstone Financial Group opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 10,992 shares worth $748K. The stake represents 0.07% of the portfolio and ranks #151 among its holdings. This is a return to the name: Goldstone Financial Group previously reported a position in DYNF as recently as Q4 2025.

Goldstone Financial Group first reported a position in DYNF in Q2 2025 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Goldstone Financial Group held 10,992 shares of BlackRock US Equity Factor Rotation ETF worth $748K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Goldstone Financial Group position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.07% of Goldstone Financial Group's portfolio in Q2 2026, its #151 holding.
Goldstone Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 4 quarters since.
892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.