Meriwether Wealth & Planning’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Meriwether Wealth & Planning’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	$8.32M	Buy	+122,334	New	+$7.96M	4.12%	5

Other funds holding DYNF

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Meriwether Wealth & Planning's DYNF Position: Q2 2026 in Review

Meriwether Wealth & Planning opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 122,334 shares worth $8.32M. The stake represents 4.12% of the portfolio and ranks #5 among its holdings.

173 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Meriwether Wealth & Planning held 122,334 shares of BlackRock US Equity Factor Rotation ETF worth $8.32M as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Meriwether Wealth & Planning position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 4.12% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #5 holding.
173 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.