My Legacy Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

My Legacy 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
2025 Q2	$4.97M	Buy	90,399 +3,836	+4%	+$192K	1.77%	10
2025 Q1	$4.22M	Buy	86,563 +412	+0.5%	+$21.2K	1.63%	10
2024 Q4	$4.47M	Sell	86,151 -1,487	-2%	-$76.5K	1.73%	12
2024 Q3	$4.34M	Sell	87,638 -51,553	-37%	-$2.46M	1.71%	10
2024 Q2	$6.53M	Buy	139,191 +29,035	+26%	+$1.3M	2.09%	10
2024 Q1	$4.89M	Buy	+110,156	New	+$4.62M	1.64%	10

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

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

My Legacy Advisors's DYNF Position: Q2 2025 in Review

My Legacy Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.4% in Q2 2025, buying an estimated $192K and bringing the position to 90,399 shares worth $4.97M. The position accounts for 1.77% of the portfolio, ranked #10.

My Legacy Advisors first reported a position in DYNF in Q1 2024 and has held it in 6 quarters since. The position peaked at $6.53M in Q2 2024. 600 funds tracked by Wall St. Rank hold DYNF as of Q2 2025.

My Legacy Advisors held 90,399 shares of BlackRock US Equity Factor Rotation ETF worth $4.97M as of Q2 2025.
My Legacy Advisors bought 3,836 BlackRock US Equity Factor Rotation ETF shares in Q2 2025, an estimated $192K.
BlackRock US Equity Factor Rotation ETF made up 1.77% of My Legacy Advisors's portfolio in Q2 2025, its #10 holding.
My Legacy Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 6 quarters since.
My Legacy Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $6.53M in Q2 2024.
600 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.