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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

LifePlan Investment Advisors's DYNF Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 12% in Q1 2026, selling an estimated $527K and leaving 66,711 shares worth $3.88M. The position accounts for 1.53% of the portfolio, ranked #23.

LifePlan Investment Advisors first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.59M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

LifePlan Investment Advisors held 66,711 shares of BlackRock US Equity Factor Rotation ETF worth $3.88M as of Q1 2026.
LifePlan Investment Advisors sold 8,705 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $527K.
BlackRock US Equity Factor Rotation ETF made up 1.53% of LifePlan Investment Advisors's portfolio in Q1 2026, its #23 holding.
LifePlan Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
LifePlan Investment Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $4.59M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.