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

Physician 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 Q2	$30.9M	Buy	454,810 +19,201	+4%	+$1.25M	3.69%	6
2026 Q1	$25.3M	Sell	435,609 -85,143	-16%	-$5.15M	3.53%	7
2025 Q4	$31.7M	Buy	520,752 +16,399	+3%	+$986K	4.41%	3
2025 Q3	$29.9M	Buy	504,353 +103,848	+26%	+$5.89M	4.25%	3
2025 Q2	$21.8M	Buy	400,505 +13,822	+4%	+$693K	3.43%	6
2025 Q1	$18.9M	Buy	386,683 +20,746	+6%	+$1.07M	3.25%	6
2024 Q4	$18.8M	Sell	365,937 -6,241	-2%	-$321K	3.17%	7
2024 Q3	$18.7M	Buy	372,178 +24,556	+7%	+$1.17M	3.38%	7
2024 Q2	$17M	Buy	347,622 +13,346	+4%	+$597K	3.12%	8
2024 Q1	$14.4M	Buy	+334,276	New	+$14M	3.03%	6

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Physician Wealth Advisors's DYNF Position: Q2 2026 in Review

Physician Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.4% in Q2 2026, buying an estimated $1.25M and bringing the position to 454,810 shares worth $30.9M. The position accounts for 3.69% of the portfolio, ranked #6.

Physician Wealth Advisors first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.7M in Q4 2025. 890 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Physician Wealth Advisors held 454,810 shares of BlackRock US Equity Factor Rotation ETF worth $30.9M as of Q2 2026.
Physician Wealth Advisors bought 19,201 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.25M.
BlackRock US Equity Factor Rotation ETF made up 3.69% of Physician Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Physician Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Physician Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $31.7M in Q4 2025.
890 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.