Leigh Baldwin & Co’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Leigh Baldwin & 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	$6.04M	Buy	88,791 +27,070	+44%	+$1.76M	3.25%	6
2026 Q1	$3.59M	Sell	61,721 -11,176	-15%	-$677K	2.32%	10
2025 Q4	$4.43M	Buy	72,897 +10,358	+17%	+$623K	2.91%	6
2025 Q3	$3.7M	Buy	62,539 +8,906	+17%	+$505K	2.08%	11
2025 Q2	$2.92M	Buy	+53,633	New	+$2.69M	1.92%	12

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

Leigh Baldwin & Co's DYNF Position: Q2 2026 in Review

Leigh Baldwin & Co increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 44% in Q2 2026, buying an estimated $1.76M and bringing the position to 88,791 shares worth $6.04M. The position accounts for 3.25% of the portfolio, ranked #6.

Leigh Baldwin & Co first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Leigh Baldwin & Co held 88,791 shares of BlackRock US Equity Factor Rotation ETF worth $6.04M as of Q2 2026.
Leigh Baldwin & Co bought 27,070 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.76M.
BlackRock US Equity Factor Rotation ETF made up 3.25% of Leigh Baldwin & Co's portfolio in Q2 2026, its #6 holding.
Leigh Baldwin & Co first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.