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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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

Leigh Baldwin & Co's DYNF Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 15% in Q1 2026, selling an estimated $677K and leaving 61,721 shares worth $3.59M. The position accounts for 2.32% of the portfolio, ranked #10.

Leigh Baldwin & Co first reported a position in DYNF in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.43M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Leigh Baldwin & Co held 61,721 shares of BlackRock US Equity Factor Rotation ETF worth $3.59M as of Q1 2026.
  • Leigh Baldwin & Co sold 11,176 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $677K.
  • BlackRock US Equity Factor Rotation ETF made up 2.32% of Leigh Baldwin & Co's portfolio in Q1 2026, its #10 holding.
  • Leigh Baldwin & Co first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 4 quarters since.
  • Leigh Baldwin & Co's BlackRock US Equity Factor Rotation ETF position peaked at $4.43M in Q4 2025.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.