LifePlan Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

LifePlan Investment 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	$4.62M	Buy	67,964 +1,253	+2%	+$81.5K	1.59%	18
2026 Q1	$3.88M	Sell	66,711 -8,705	-12%	-$527K	1.53%	23
2025 Q4	$4.59M	Buy	75,416 +2,857	+4%	+$172K	1.87%	16
2025 Q3	$4.3M	Buy	72,559 +16,877	+30%	+$957K	1.8%	19
2025 Q2	$3.03M	Buy	55,682 +3,911	+8%	+$196K	1.51%	28
2025 Q1	$2.52M	Buy	51,771 +8,821	+21%	+$453K	1.45%	28
2024 Q4	$2.2M	Buy	42,950 +1,120	+3%	+$57.6K	1.36%	29
2024 Q3	$2.07M	Buy	41,830 +3,300	+9%	+$157K	1.32%	26
2024 Q2	$1.81M	Buy	38,530 +3,325	+9%	+$149K	1.3%	28
2024 Q1	$1.56M	Buy	+35,205	New	+$1.48M	1.25%	26

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

LifePlan Investment Advisors's DYNF Position: Q2 2026 in Review

LifePlan Investment Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.9% in Q2 2026, buying an estimated $81.5K and bringing the position to 67,964 shares worth $4.62M. The position accounts for 1.59% of the portfolio, ranked #18.

LifePlan Investment Advisors first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

LifePlan Investment Advisors held 67,964 shares of BlackRock US Equity Factor Rotation ETF worth $4.62M as of Q2 2026.
LifePlan Investment Advisors bought 1,253 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $81.5K.
BlackRock US Equity Factor Rotation ETF made up 1.59% of LifePlan Investment Advisors's portfolio in Q2 2026, its #18 holding.
LifePlan Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.