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

RCS Financial 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 Q1	$1.06M	Sell	18,157 -68,513	-79%	-$4.15M	0.55%	30
2025 Q4	$5.27M	Buy	86,670 +6,385	+8%	+$384K	2.27%	12
2025 Q3	$4.75M	Buy	80,285 +19,023	+31%	+$1.08M	2.1%	13
2025 Q2	$3.34M	Buy	61,262 +3,669	+6%	+$184K	1.66%	16
2025 Q1	$2.81M	Buy	57,593 +4,396	+8%	+$226K	1.48%	18
2024 Q4	$2.73M	Sell	53,197 -184	-0.3%	-$9.47K	1.45%	19
2024 Q3	$2.64M	Buy	53,381 +1,809	+4%	+$86.2K	1.47%	16
2024 Q2	$2.42M	Buy	51,572 +13,117	+34%	+$587K	1.43%	17
2024 Q1	$1.71M	Buy	+38,455	New	+$1.61M	1.05%	22

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

RCS Financial Planning's DYNF Position: Q1 2026 in Review

RCS Financial Planning reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 79% in Q1 2026, selling an estimated $4.15M and leaving 18,157 shares worth $1.06M. The position accounts for 0.55% of the portfolio, ranked #30.

RCS Financial Planning first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.27M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

RCS Financial Planning held 18,157 shares of BlackRock US Equity Factor Rotation ETF worth $1.06M as of Q1 2026.
RCS Financial Planning sold 68,513 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $4.15M.
BlackRock US Equity Factor Rotation ETF made up 0.55% of RCS Financial Planning's portfolio in Q1 2026, its #30 holding.
RCS Financial Planning first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
RCS Financial Planning's BlackRock US Equity Factor Rotation ETF position peaked at $5.27M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.