LWM
DYNF icon

Liberty Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Liberty Wealth Management’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 		$28.9M Buy
496,452
+17,658
+4% +$1.07M 3.61% 4
2025
Q4 		$29.1M Buy
478,794
+5,919
+1% +$356K 3.76% 6
2025
Q3 		$28M Buy
472,875
+13,240
+3% +$751K 3.94% 6
2025
Q2 		$25M Buy
459,635
+29,747
+7% +$1.49M 3.92% 6
2025
Q1 		$21M Buy
429,888
+24,148
+6% +$1.24M 4.01% 8
2024
Q4 		$20.8M Buy
405,740
+8,999
+2% +$463K 3.46% 8
2024
Q3 		$19.6M Sell
396,741
-536,220
-57% -$25.5M 3.33% 8
2024
Q2 		$17.3M Buy
932,961
+696,206
+294% +$31.2M 3.17% 8
2024
Q1 		$10.5M Buy
+236,755
New +$9.93M 2.05% 14

Other funds holding DYNF

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $376B 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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B 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