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

Marks Group 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	$24.8M	Buy	364,029 +124,602	+52%	+$8.11M	2.16%	7
2026 Q1	$13.9M	Buy	239,427 +220,818	+1,187%	+$13.4M	1.34%	10
2025 Q4	$1.13M	Buy	18,609 +14,884	+400%	+$895K	0.11%	177
2025 Q3	$221K	Hold	3,725	–	–	0.02%	285
2025 Q2	$203K	Buy	+3,725	New	+$187K	0.02%	287
2025 Q1	–	Sell	-3,927	Closed	-$201K	–	303
2024 Q4	$201K	Buy	+3,927	New	+$202K	0.02%	281

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

Marks Group Wealth Management's DYNF Position: Q2 2026 in Review

Marks Group Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 52% in Q2 2026, buying an estimated $8.11M and bringing the position to 364,029 shares worth $24.8M. The position accounts for 2.16% of the portfolio, ranked #7.

Marks Group Wealth Management first reported a position in DYNF in Q4 2024 and has held it in 6 quarters since. 890 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Marks Group Wealth Management held 364,029 shares of BlackRock US Equity Factor Rotation ETF worth $24.8M as of Q2 2026.
Marks Group Wealth Management bought 124,602 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $8.11M.
BlackRock US Equity Factor Rotation ETF made up 2.16% of Marks Group Wealth Management's portfolio in Q2 2026, its #7 holding.
Marks Group Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 6 quarters since.
890 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.