Lockerman Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Lockerman Financial Group’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	$939K	Buy	13,808 +2,914	+27%	+$190K	1.44%	19
2026 Q1	$634K	Buy	10,894 +1,447	+15%	+$87.6K	1.14%	23
2025 Q4	$574K	Buy	9,447 +1,631	+21%	+$98.1K	1.1%	22
2025 Q3	$463K	Buy	7,816 +1,685	+27%	+$95.6K	0.58%	46
2025 Q2	$334K	Buy	6,131 +955	+18%	+$47.9K	0.45%	75
2025 Q1	$252K	Buy	+5,176	New	+$266K	0.38%	92

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

Lockerman Financial Group's DYNF Position: Q2 2026 in Review

Lockerman Financial Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 27% in Q2 2026, buying an estimated $190K and bringing the position to 13,808 shares worth $939K. The position accounts for 1.44% of the portfolio, ranked #19.

Lockerman Financial Group first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Lockerman Financial Group held 13,808 shares of BlackRock US Equity Factor Rotation ETF worth $939K as of Q2 2026.
Lockerman Financial Group bought 2,914 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $190K.
BlackRock US Equity Factor Rotation ETF made up 1.44% of Lockerman Financial Group's portfolio in Q2 2026, its #19 holding.
Lockerman Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.