LongView Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

LongView Wealth Management’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	$672K	Sell	9,878 -1,077	-10%	-$70.1K	0.17%	108
2026 Q1	$685K	Buy	10,955 +1,138	+12%	+$68.9K	0.17%	116
2025 Q4	$605K	Buy	+9,817	New	+$590K	0.15%	130

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

LongView Wealth Management's DYNF Position: Q2 2026 in Review

LongView Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 9.8% in Q2 2026, selling an estimated $70.1K and leaving 9,878 shares worth $672K. The position accounts for 0.17% of the portfolio, ranked #108.

LongView Wealth Management first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. The position peaked at $685K in Q1 2026. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

LongView Wealth Management held 9,878 shares of BlackRock US Equity Factor Rotation ETF worth $672K as of Q2 2026.
LongView Wealth Management sold 1,077 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $70.1K.
BlackRock US Equity Factor Rotation ETF made up 0.17% of LongView Wealth Management's portfolio in Q2 2026, its #108 holding.
LongView Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
LongView Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $685K in Q1 2026.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.