Plan Group Financial’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Plan Group Financial’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	$343K	Buy	+5,894	New	+$357K	0.08%	150

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

Plan Group Financial's DYNF Position: Q1 2026 in Review

Plan Group Financial opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026: 5,894 shares worth $343K. The stake represents 0.08% of the portfolio and ranks #150 among its holdings.

821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Plan Group Financial held 5,894 shares of BlackRock US Equity Factor Rotation ETF worth $343K as of Q1 2026.
BlackRock US Equity Factor Rotation ETF was a new Plan Group Financial position in Q1 2026.
BlackRock US Equity Factor Rotation ETF made up 0.08% of Plan Group Financial's portfolio in Q1 2026, its #150 holding.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.