MassMutual Private Wealth & Trust’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-129	Closed	-$7.84K	–	2420
2025 Q4	$7.84K	Buy	+129	New	+$7.76K	﹤0.01%	1495
2025 Q3	–	Sell	-644	Closed	-$35.1K	–	2398
2025 Q2	$35.1K	Sell	644 -440	-41%	-$22.1K	﹤0.01%	893
2025 Q1	$52.9K	Buy	+1,084	New	+$55.7K	﹤0.01%	716
2024 Q3	–	Sell	-299	Closed	-$14K	–	2161
2024 Q2	$14K	Buy	+299	New	+$13.4K	﹤0.01%	961

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's DYNF Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 129 shares — an estimated $7.84K sold.

MassMutual Private Wealth & Trust first reported a position in DYNF in Q2 2024 and held it in 4 quarters. The position peaked at $52.9K in Q1 2025. 822 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 129 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $7.84K.
MassMutual Private Wealth & Trust first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and held it in 4 quarters.
MassMutual Private Wealth & Trust's BlackRock US Equity Factor Rotation ETF position peaked at $52.9K in Q1 2025.
822 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.