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

Independent 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 		$17.9M Buy
263,624
+16,427
+7% +$1.07M 0.34% 48
2026
Q1 		$14.4M Sell
247,197
-19,211
-7% -$1.16M 0.32% 52
2025
Q4 		$16.2M Buy
266,408
+69,336
+35% +$4.17M 0.36% 45
2025
Q3 		$11.7M Buy
197,072
+25,328
+15% +$1.44M 0.28% 63
2025
Q2 		$9.35M Buy
171,744
+94,776
+123% +$4.75M 0.26% 66
2025
Q1 		$3.75M Buy
76,968
+15,384
+25% +$791K 0.13% 158
2024
Q4 		$3.16M Buy
61,584
+49,944
+429% +$2.57M 0.1% 189
2024
Q3 		$576K Buy
11,640
+979
+9% +$46.6K 0.02% 603
2024
Q2 		$500K Buy
10,661
+28
+0.3% +$1.25K 0.02% 606
2024
Q1 		$472K Buy
+10,633
New +$446K 0.02% 600

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Independent Financial Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.6% in Q2 2026, buying an estimated $1.07M and bringing the position to 263,624 shares worth $17.9M. The position accounts for 0.34% of the portfolio, ranked #48.

Independent Financial Group first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 856 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Independent Financial Group held 263,624 shares of BlackRock US Equity Factor Rotation ETF worth $17.9M as of Q2 2026.
  • Independent Financial Group bought 16,427 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.07M.
  • BlackRock US Equity Factor Rotation ETF made up 0.34% of Independent Financial Group's portfolio in Q2 2026, its #48 holding.
  • Independent Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • 856 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.