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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25M Buy
459,635
+29,747
+7% +$1.62M 3.92% 6
2025
Q1
$21M Buy
429,888
+24,148
+6% +$1.18M 4.01% 8
2024
Q4
$20.8M Buy
405,740
+8,999
+2% +$461K 3.46% 8
2024
Q3
$19.6M Sell
396,741
-536,220
-57% -$26.5M 3.33% 8
2024
Q2
$17.3M Buy
932,961
+696,206
+294% +$12.9M 3.17% 8
2024
Q1
$10.5M Buy
+236,755
New +$10.5M 2.05% 14