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 Q2	$28.9M	Hold	496,452	–	–	3.61%	4
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 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

Liberty Wealth Management's DYNF Position: Q2 2026 in Review

Liberty Wealth Management held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q2 2026 at 496,452 shares worth $28.9M. The position accounts for 3.61% of the portfolio, ranked #4.

Liberty Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.1M in Q4 2025. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Liberty Wealth Management held 496,452 shares of BlackRock US Equity Factor Rotation ETF worth $28.9M as of Q2 2026.
Liberty Wealth Management left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 3.61% of Liberty Wealth Management's portfolio in Q2 2026, its #4 holding.
Liberty Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Liberty Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $29.1M in Q4 2025.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.