LSA
DYNF icon

Lion Street Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Lion Street 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
2025
Q3 		– Sell
-16,675
Closed -$908K – 269
2025
Q2 		$908K Buy
16,675
+3,206
+24% +$161K 0.28% 85
2025
Q1 		$657K Buy
13,469
+3,304
+33% +$170K 0.21% 106
2024
Q4 		$521K Buy
10,165
+2,705
+36% +$139K 0.17% 130
2024
Q3 		$369K Buy
7,460
+2,110
+39% +$101K 0.13% 173
2024
Q2 		$251K Buy
+5,350
New +$239K 0.09% 218

Other funds holding DYNF

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return