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Marino Stram & Associates’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Marino Stram & Associates’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
Q1 		$841K Buy
14,449
+628
+5% +$38K 0.15% 90
2025
Q4 		$840K Buy
13,821
+2,858
+26% +$172K 0.15% 93
2025
Q3 		$649K Buy
10,963
+3,228
+42% +$183K 0.12% 110
2025
Q2 		$421K Buy
+7,735
New +$388K 0.09% 120

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Marino Stram & Associates's DYNF Position: Q1 2026 in Review

Marino Stram & Associates increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.5% in Q1 2026, buying an estimated $38K and bringing the position to 14,449 shares worth $841K. The position accounts for 0.15% of the portfolio, ranked #90.

Marino Stram & Associates first reported a position in DYNF in Q2 2025 and has held it in 4 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Marino Stram & Associates held 14,449 shares of BlackRock US Equity Factor Rotation ETF worth $841K as of Q1 2026.
  • Marino Stram & Associates bought 628 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $38K.
  • BlackRock US Equity Factor Rotation ETF made up 0.15% of Marino Stram & Associates's portfolio in Q1 2026, its #90 holding.
  • Marino Stram & Associates first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 4 quarters since.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.