HWM
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Hemming & Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Hemming & Wealth Management’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 		$19.6M Sell
287,787
-12,957
-4% -$843K 11.91% 4
2026
Q1 		$17.5M Buy
300,744
+69,730
+30% +$4.22M 12.22% 4
2025
Q4 		$14M Buy
+231,014
New +$13.9M 9.61% 6

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Hemming & Wealth Management's DYNF Position: Q2 2026 in Review

Hemming & Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.3% in Q2 2026, selling an estimated $843K and leaving 287,787 shares worth $19.6M. The position accounts for 11.91% of the portfolio, ranked #4.

Hemming & Wealth Management first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Hemming & Wealth Management held 287,787 shares of BlackRock US Equity Factor Rotation ETF worth $19.6M as of Q2 2026.
  • Hemming & Wealth Management sold 12,957 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $843K.
  • BlackRock US Equity Factor Rotation ETF made up 11.91% of Hemming & Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Hemming & Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Hemming & Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.