Quotient Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Quotient Wealth Partners’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	$2.89M	Buy	42,451 +1,527	+4%	+$99.3K	0.07%	73
2026 Q1	$2.38M	Sell	40,924 -382	-0.9%	-$23.1K	0.06%	77
2025 Q4	$2.51M	Buy	41,306 +1,454	+4%	+$87.4K	0.07%	73
2025 Q3	$2.36M	Buy	39,852 +1,631	+4%	+$92.5K	0.06%	75
2025 Q2	$2.08M	Buy	38,221 +4,398	+13%	+$221K	0.06%	75
2025 Q1	$1.65M	Buy	33,823 +1,807	+6%	+$92.9K	0.05%	83
2024 Q4	$1.64M	Buy	32,016 +2,139	+7%	+$110K	0.05%	77
2024 Q3	$1.48M	Buy	29,877 +14,751	+98%	+$703K	0.05%	79
2024 Q2	$710K	Buy	15,126 +10,362	+218%	+$464K	0.02%	129
2024 Q1	$212K	Buy	+4,764	New	+$200K	0.01%	286

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

Quotient Wealth Partners's DYNF Position: Q2 2026 in Review

Quotient Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.7% in Q2 2026, buying an estimated $99.3K and bringing the position to 42,451 shares worth $2.89M. The position accounts for 0.07% of the portfolio, ranked #73.

Quotient Wealth Partners first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Quotient Wealth Partners held 42,451 shares of BlackRock US Equity Factor Rotation ETF worth $2.89M as of Q2 2026.
Quotient Wealth Partners bought 1,527 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $99.3K.
BlackRock US Equity Factor Rotation ETF made up 0.07% of Quotient Wealth Partners's portfolio in Q2 2026, its #73 holding.
Quotient Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.