Keystone Financial Group (Kentucky)’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Keystone Financial Group (Kentucky)’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	$38.6M	Buy	566,968 +24,480	+5%	+$1.59M	2.29%	11
2026 Q1	$31.6M	Sell	542,488 -7,914	-1%	-$479K	2.16%	11
2025 Q4	$33.5M	Buy	550,402 +131,858	+32%	+$7.93M	2.48%	10
2025 Q3	$24.8M	Buy	418,544 +66,817	+19%	+$3.79M	1.89%	11
2025 Q2	$19.2M	Buy	351,727 +1,377	+0.4%	+$69.1K	1.73%	16
2025 Q1	$17.1M	Buy	350,350 +10,454	+3%	+$537K	1.74%	15
2024 Q4	$17.4M	Buy	339,896 +70,144	+26%	+$3.61M	1.71%	14
2024 Q3	$13.3M	Buy	+269,752	New	+$12.9M	1.71%	12
2024 Q2	–	Sell	-233,294	Closed	-$10.4M	–	192
2024 Q1	$10.4M	Buy	+233,294	New	+$9.79M	1.51%	14

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s DYNF Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.5% in Q2 2026, buying an estimated $1.59M and bringing the position to 566,968 shares worth $38.6M. The position accounts for 2.29% of the portfolio, ranked #11.

Keystone Financial Group (Kentucky) first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Keystone Financial Group (Kentucky) held 566,968 shares of BlackRock US Equity Factor Rotation ETF worth $38.6M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 24,480 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.59M.
BlackRock US Equity Factor Rotation ETF made up 2.29% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #11 holding.
Keystone Financial Group (Kentucky) first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.