OBWA
DYNF icon

Oak Barrel Wealth Advisory’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Oak Barrel Wealth Advisory’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 		$300K Buy
+4,415
New +$287K 0.13% 66
2025
Q4 		$263K Buy
+4,326
New +$260K 0.16% 68

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Oak Barrel Wealth Advisory's DYNF Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 4,415 shares worth $300K. The stake represents 0.13% of the portfolio and ranks #66 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in DYNF as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in DYNF in Q4 2025 and has held it in 2 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Oak Barrel Wealth Advisory held 4,415 shares of BlackRock US Equity Factor Rotation ETF worth $300K as of Q2 2026.
  • BlackRock US Equity Factor Rotation ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • BlackRock US Equity Factor Rotation ETF made up 0.13% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #66 holding.
  • Oak Barrel Wealth Advisory first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • 887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.