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Onyx Bridge Wealth Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Onyx Bridge Wealth Group’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 		$2.03M Sell
29,919
-7,079
-19% -$461K 0.18% 103
2026
Q1 		$2.15M Buy
36,998
+248
+0.7% +$15K 0.23% 89
2025
Q4 		$2.23M Buy
36,750
+1,149
+3% +$69.1K 0.24% 85
2025
Q3 		$2.11M Buy
35,601
+30,706
+627% +$1.74M 0.23% 83
2025
Q2 		$267K Buy
+4,895
New +$246K 0.04% 244

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Onyx Bridge Wealth Group's DYNF Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 19% in Q2 2026, selling an estimated $461K and leaving 29,919 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #103.

Onyx Bridge Wealth Group first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.23M in Q4 2025. 376 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Onyx Bridge Wealth Group held 29,919 shares of BlackRock US Equity Factor Rotation ETF worth $2.03M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 7,079 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $461K.
  • BlackRock US Equity Factor Rotation ETF made up 0.18% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #103 holding.
  • Onyx Bridge Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
  • Onyx Bridge Wealth Group's BlackRock US Equity Factor Rotation ETF position peaked at $2.23M in Q4 2025.
  • 376 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.