Prosperity Planning’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Prosperity Planning’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	$257K	Sell	3,777 -171	-4%	-$11.1K	0.06%	105
2026 Q1	$230K	Sell	3,948 -1,171	-23%	-$70.9K	0.06%	104
2025 Q4	$311K	Sell	5,119 -206	-4%	-$12.4K	0.08%	95
2025 Q3	$315K	Buy	5,325 +881	+20%	+$50K	0.09%	94
2025 Q2	$242K	Sell	4,444 -18	-0.4%	-$903	0.07%	101
2025 Q1	$218K	Buy	4,462 +11	+0.2%	+$565	0.07%	100
2024 Q4	$228K	Sell	4,451 -278	-6%	-$14.3K	0.07%	99
2024 Q3	$234K	Sell	4,729 -101	-2%	-$4.81K	0.07%	100
2024 Q2	$227K	Sell	4,830 -203	-4%	-$9.08K	0.08%	94
2024 Q1	$223K	Buy	+5,033	New	+$211K	0.08%	91

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

Prosperity Planning's DYNF Position: Q2 2026 in Review

Prosperity Planning reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.3% in Q2 2026, selling an estimated $11.1K and leaving 3,777 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #105.

Prosperity Planning first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $315K in Q3 2025. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Prosperity Planning held 3,777 shares of BlackRock US Equity Factor Rotation ETF worth $257K as of Q2 2026.
Prosperity Planning sold 171 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $11.1K.
BlackRock US Equity Factor Rotation ETF made up 0.06% of Prosperity Planning's portfolio in Q2 2026, its #105 holding.
Prosperity Planning first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Prosperity Planning's BlackRock US Equity Factor Rotation ETF position peaked at $315K in Q3 2025.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.