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

Larson 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 Q1	$74.8K	Buy	1,286 +163	+15%	+$9.87K	﹤0.01%	1132
2025 Q4	$68.3K	Buy	1,123 +379	+51%	+$22.8K	﹤0.01%	1090
2025 Q3	$44K	Buy	744 +29	+4%	+$1.65K	﹤0.01%	1214
2025 Q2	$38.9K	Buy	715 +623	+677%	+$31.3K	﹤0.01%	1170
2025 Q1	$4.49K	Buy	92 +71	+338%	+$3.65K	﹤0.01%	1914
2024 Q4	$1.08K	Buy	+21	New	+$1.08K	﹤0.01%	2029

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

Larson Financial Group's DYNF Position: Q1 2026 in Review

Larson Financial Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 15% in Q1 2026, buying an estimated $9.87K and bringing the position to 1,286 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Larson Financial Group first reported a position in DYNF in Q4 2024 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Larson Financial Group held 1,286 shares of BlackRock US Equity Factor Rotation ETF worth $74.8K as of Q1 2026.
Larson Financial Group bought 163 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $9.87K.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1132 holding.
Larson Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 6 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.