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Madrona Financial Services’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Madrona Financial Services’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 		$28.4M Buy
417,008
+8,096
+2% +$527K 5.23% 3
2026
Q1 		$23.8M Sell
408,912
-81,308
-17% -$4.92M 5.21% 3
2025
Q4 		$29.8M Buy
490,220
+767
+0.2% +$46.1K 6.37% 3
2025
Q3 		$29M Buy
489,453
+6,891
+1% +$391K 6.39% 4
2025
Q2 		$26.3M Buy
482,562
+34,498
+8% +$1.73M 6.3% 4
2025
Q1 		$21.8M Buy
448,064
+220,817
+97% +$11.3M 6.01% 4
2024
Q4 		$11.6M Buy
227,247
+14,767
+7% +$760K 3.17% 9
2024
Q3 		$10.5M Buy
212,480
+10,287
+5% +$490K 2.92% 10
2024
Q2 		$9.49M Buy
202,193
+27,332
+16% +$1.22M 2.92% 10
2024
Q1 		$7.76M Buy
+174,861
New +$7.34M 2.7% 9

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Madrona Financial Services's DYNF Position: Q2 2026 in Review

Madrona Financial Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2% in Q2 2026, buying an estimated $527K and bringing the position to 417,008 shares worth $28.4M. The position accounts for 5.23% of the portfolio, ranked #3.

Madrona Financial Services first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.8M in Q4 2025. 250 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Madrona Financial Services held 417,008 shares of BlackRock US Equity Factor Rotation ETF worth $28.4M as of Q2 2026.
  • Madrona Financial Services bought 8,096 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $527K.
  • BlackRock US Equity Factor Rotation ETF made up 5.23% of Madrona Financial Services's portfolio in Q2 2026, its #3 holding.
  • Madrona Financial Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • Madrona Financial Services's BlackRock US Equity Factor Rotation ETF position peaked at $29.8M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.