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Polaris Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Polaris Investment 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 		$9.37M Sell
137,720
-12,700
-8% -$826K 6% 4
2026
Q1 		$8.75M Sell
150,420
-4,147
-3% -$251K 6.38% 4
2025
Q4 		$9.4M Buy
+154,567
New +$9.3M 6.79% 4

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Polaris Investment Advisors's DYNF Position: Q2 2026 in Review

Polaris Investment Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 8.4% in Q2 2026, selling an estimated $826K and leaving 137,720 shares worth $9.37M. The position accounts for 6% of the portfolio, ranked #4.

Polaris Investment Advisors first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.4M in Q4 2025. 599 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Polaris Investment Advisors held 137,720 shares of BlackRock US Equity Factor Rotation ETF worth $9.37M as of Q2 2026.
  • Polaris Investment Advisors sold 12,700 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $826K.
  • BlackRock US Equity Factor Rotation ETF made up 6% of Polaris Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Polaris Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $9.4M in Q4 2025.
  • 599 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.