Lifelong Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Lifelong Wealth Advisors’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	$11M	Sell	161,919 -7,815	-5%	-$508K	2.59%	6
2026 Q1	$9.88M	Buy	169,734 +26,557	+19%	+$1.61M	2.62%	6
2025 Q4	$8.71M	Buy	143,177 +21,730	+18%	+$1.31M	2.31%	9
2025 Q3	$7.19M	Buy	121,447 +8,034	+7%	+$456K	2.14%	11
2025 Q2	$6.18M	Buy	113,413 +7,370	+7%	+$370K	2.05%	12
2025 Q1	$5.17M	Buy	106,043 +4,969	+5%	+$255K	2.42%	7
2024 Q4	$5.18M	Buy	+101,074	New	+$5.2M	2.33%	7

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

Lifelong Wealth Advisors's DYNF Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.6% in Q2 2026, selling an estimated $508K and leaving 161,919 shares worth $11M. The position accounts for 2.59% of the portfolio, ranked #6.

Lifelong Wealth Advisors first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Lifelong Wealth Advisors held 161,919 shares of BlackRock US Equity Factor Rotation ETF worth $11M as of Q2 2026.
Lifelong Wealth Advisors sold 7,815 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $508K.
BlackRock US Equity Factor Rotation ETF made up 2.59% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Lifelong Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.