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

Lineweaver 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	$22.2M	Buy	326,119 +3,941	+1%	+$256K	2.63%	10
2026 Q1	$18.7M	Buy	322,178 +7,497	+2%	+$454K	2.53%	10
2025 Q4	$19.1M	Buy	314,681 +6,900	+2%	+$415K	2.59%	10
2025 Q3	$18.2M	Buy	307,781 +150,051	+95%	+$8.51M	2.67%	10
2025 Q2	$8.59M	Buy	157,730 +3,395	+2%	+$170K	1.36%	19
2025 Q1	$7.53M	Buy	154,335 +2,859	+2%	+$147K	1.28%	17
2024 Q4	$7.77M	Buy	151,476 +216	+0.1%	+$11.1K	1.44%	17
2024 Q3	$7.49M	Buy	151,260 +5,815	+4%	+$277K	1.43%	15
2024 Q2	$6.83M	Buy	+145,445	New	+$6.51M	1.42%	16

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

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

Lineweaver Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.2% in Q2 2026, buying an estimated $256K and bringing the position to 326,119 shares worth $22.2M. The position accounts for 2.63% of the portfolio, ranked #10.

Lineweaver Wealth Advisors first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Lineweaver Wealth Advisors held 326,119 shares of BlackRock US Equity Factor Rotation ETF worth $22.2M as of Q2 2026.
Lineweaver Wealth Advisors bought 3,941 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $256K.
BlackRock US Equity Factor Rotation ETF made up 2.63% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Lineweaver Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.