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

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return