HGWM
DYNF icon

Horst & Graben Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Horst & Graben 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
Q1 		$40.4M Sell
631,415
-93,004
-13% -$5.63M 5.54% 2
2025
Q4 		$44.1M Buy
724,419
+22,124
+3% +$1.33M 6.65% 1
2025
Q3 		$41.6M Buy
702,295
+92,834
+15% +$5.27M 6.35% 1
2025
Q2 		$33.2M Sell
609,461
-39,252
-6% -$1.97M 5.49% 2
2025
Q1 		$31.6M Buy
648,713
+8,633
+1% +$444K 5.67% 5
2024
Q4 		$32.8M Sell
640,080
-1,222
-0.2% -$62.9K 5.84% 5
2024
Q3 		$31.7M Buy
641,302
+18,761
+3% +$894K 5.69% 5
2024
Q2 		$29.2M Buy
622,541
+47,513
+8% +$2.13M 5.58% 5
2024
Q1 		$25.5M Buy
+575,028
New +$24.1M 5.2% 5

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return