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Hoxton Planning & Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Hoxton Planning & 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 		$6.83M Buy
100,367
+3,344
+3% +$218K 1.78% 12
2026
Q1 		$5.64M Sell
97,023
-9,682
-9% -$586K 1.69% 15
2025
Q4 		$6.49M Buy
106,705
+923
+0.9% +$55.5K 1.94% 12
2025
Q3 		$6.26M Buy
105,782
+18,221
+21% +$1.03M 2.01% 8
2025
Q2 		$4.77M Sell
87,561
-801
-0.9% -$40.2K 1.65% 15
2025
Q1 		$4.31M Buy
88,362
+2,600
+3% +$134K 1.64% 12
2024
Q4 		$4.4M Sell
85,762
-5,901
-6% -$304K 1.68% 13
2024
Q3 		$4.53M Buy
91,663
+866
+1% +$41.3K 1.76% 13
2024
Q2 		$4.26M Sell
90,797
-554
-0.6% -$24.8K 1.98% 13
2024
Q1 		$4.06M Buy
+91,351
New +$3.83M 1.94% 12

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Hoxton Planning & Management's DYNF Position: Q2 2026 in Review

Hoxton Planning & Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.4% in Q2 2026, buying an estimated $218K and bringing the position to 100,367 shares worth $6.83M. The position accounts for 1.78% of the portfolio, ranked #12.

Hoxton Planning & Management first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Hoxton Planning & Management held 100,367 shares of BlackRock US Equity Factor Rotation ETF worth $6.83M as of Q2 2026.
  • Hoxton Planning & Management bought 3,344 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $218K.
  • BlackRock US Equity Factor Rotation ETF made up 1.78% of Hoxton Planning & Management's portfolio in Q2 2026, its #12 holding.
  • Hoxton Planning & Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • 201 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.