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

Legacy Financial Group (Iowa)’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	$17.2M	Sell	296,212 -52,150	-15%	-$3.16M	2.17%	17
2025 Q4	$21.2M	Buy	348,362 +4,141	+1%	+$249K	2.62%	11
2025 Q3	$20.4M	Sell	344,221 -53,846	-14%	-$3.05M	2.67%	10
2025 Q2	$21.7M	Buy	398,067 +139,285	+54%	+$6.99M	3.03%	9
2025 Q1	$12.6M	Buy	258,782 +1,051	+0.4%	+$54K	1.94%	19
2024 Q4	$13.2M	Sell	257,731 -2,680	-1%	-$138K	2.14%	17
2024 Q3	$12.9M	Buy	260,411 +10,400	+4%	+$495K	2.48%	15
2024 Q2	$11.7M	Buy	250,011 +4,895	+2%	+$219K	2.31%	14
2024 Q1	$10.9M	Buy	+245,116	New	+$10.3M	2.2%	16

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

Legacy Financial Group (Iowa)'s DYNF Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 15% in Q1 2026, selling an estimated $3.16M and leaving 296,212 shares worth $17.2M. The position accounts for 2.17% of the portfolio, ranked #17.

Legacy Financial Group (Iowa) first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.7M in Q2 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Legacy Financial Group (Iowa) held 296,212 shares of BlackRock US Equity Factor Rotation ETF worth $17.2M as of Q1 2026.
Legacy Financial Group (Iowa) sold 52,150 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $3.16M.
BlackRock US Equity Factor Rotation ETF made up 2.17% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #17 holding.
Legacy Financial Group (Iowa) first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Legacy Financial Group (Iowa)'s BlackRock US Equity Factor Rotation ETF position peaked at $21.7M in Q2 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.