Indie Asset Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Indie Asset Partners’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	$1.23M	Buy	21,109 +4,445	+27%	+$269K	1.4%	20
2025 Q4	$1.01M	Buy	16,664 +7,805	+88%	+$469K	1.13%	24
2025 Q3	$524K	Buy	8,859 +5,177	+141%	+$294K	0.7%	37
2025 Q2	$201K	Buy	+3,682	New	+$185K	0.36%	65

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Indie Asset Partners's DYNF Position: Q1 2026 in Review

Indie Asset Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 27% in Q1 2026, buying an estimated $269K and bringing the position to 21,109 shares worth $1.23M. The position accounts for 1.4% of the portfolio, ranked #20.

Indie Asset Partners first reported a position in DYNF in Q2 2025 and has held it in 4 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Indie Asset Partners held 21,109 shares of BlackRock US Equity Factor Rotation ETF worth $1.23M as of Q1 2026.
Indie Asset Partners bought 4,445 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $269K.
BlackRock US Equity Factor Rotation ETF made up 1.4% of Indie Asset Partners's portfolio in Q1 2026, its #20 holding.
Indie Asset Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 4 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.