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J.E. Simmons & Co’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

J.E. Simmons & Co’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 		$10.7M Sell
157,317
-2,016
-1% -$131K 6.03% 6
2026
Q1 		$9.27M Buy
159,333
+4,789
+3% +$290K 6.2% 6
2025
Q4 		$9.4M Buy
+154,544
New +$9.29M 6.09% 5

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

J.E. Simmons & Co's DYNF Position: Q2 2026 in Review

J.E. Simmons & Co reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.3% in Q2 2026, selling an estimated $131K and leaving 157,317 shares worth $10.7M. The position accounts for 6.03% of the portfolio, ranked #6.

J.E. Simmons & Co first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • J.E. Simmons & Co held 157,317 shares of BlackRock US Equity Factor Rotation ETF worth $10.7M as of Q2 2026.
  • J.E. Simmons & Co sold 2,016 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $131K.
  • BlackRock US Equity Factor Rotation ETF made up 6.03% of J.E. Simmons & Co's portfolio in Q2 2026, its #6 holding.
  • J.E. Simmons & Co first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.