Merkkuri Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Merkkuri Wealth Advisors’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	$2.46M	Sell	42,211 -8,404	-17%	-$509K	1.63%	18
2025 Q4	$3.08M	Sell	50,615 -2,930	-5%	-$176K	2.09%	14
2025 Q3	$3.17M	Buy	53,545 +9,444	+21%	+$536K	2.3%	11
2025 Q2	$2.4M	Buy	44,101 +7,052	+19%	+$354K	1.82%	15
2025 Q1	$1.81M	Buy	37,049 +2,358	+7%	+$121K	1.55%	19
2024 Q4	$1.78M	Buy	34,691 +3,684	+12%	+$190K	1.41%	21
2024 Q3	$1.53M	Buy	31,007 +7,245	+30%	+$345K	1.21%	30
2024 Q2	$1.12M	Buy	+23,762	New	+$1.06M	1.03%	34

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Merkkuri Wealth Advisors's DYNF Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 17% in Q1 2026, selling an estimated $509K and leaving 42,211 shares worth $2.46M. The position accounts for 1.63% of the portfolio, ranked #18.

Merkkuri Wealth Advisors first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.17M in Q3 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Merkkuri Wealth Advisors held 42,211 shares of BlackRock US Equity Factor Rotation ETF worth $2.46M as of Q1 2026.
Merkkuri Wealth Advisors sold 8,404 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $509K.
BlackRock US Equity Factor Rotation ETF made up 1.63% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #18 holding.
Merkkuri Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $3.17M in Q3 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.