Keeler & Nadler Financial Planning & Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Keeler & Nadler Financial Planning & 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 Q2	$16.1M	Buy	236,828 +98,003	+71%	+$6.38M	4.57%	7
2026 Q1	$8.08M	Buy	138,825 +110,684	+393%	+$6.7M	2.74%	12
2025 Q4	$1.71M	Buy	+28,141	New	+$1.69M	0.59%	30

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's DYNF Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 71% in Q2 2026, buying an estimated $6.38M and bringing the position to 236,828 shares worth $16.1M. The position accounts for 4.57% of the portfolio, ranked #7.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 236,828 shares of BlackRock US Equity Factor Rotation ETF worth $16.1M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 98,003 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $6.38M.
BlackRock US Equity Factor Rotation ETF made up 4.57% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #7 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
599 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.