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Retirement Planning Group (Kansas)’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.37M Sell
23,481
-347
-1% -$21K 0.04% 178
2025
Q4 		$1.45M Sell
23,828
-66
-0.3% -$3.97K 0.05% 152
2025
Q3 		$1.41M Buy
23,894
+57
+0.2% +$3.23K 0.05% 148
2025
Q2 		$1.3M Sell
23,837
-915
-4% -$45.9K 0.06% 121
2025
Q1 		$1.21M Sell
24,752
-108
-0.4% -$5.55K 0.06% 113
2024
Q4 		$1.27M Hold
24,860
– – 0.06% 107
2024
Q3 		$1.23M Sell
24,860
-2,983
-11% -$142K 0.07% 112
2024
Q2 		$1.31M Sell
27,843
-776
-3% -$34.7K 0.08% 87
2024
Q1 		$1.27M Sell
28,619
-1,961
-6% -$82.3K 0.1% 83
2023
Q4 		$1.21M Sell
30,580
-233
-0.8% -$8.56K 0.11% 66
2023
Q3 		$1.08M Sell
30,813
-2,312
-7% -$83.8K 0.11% 57
2023
Q2 		$1.19M Sell
33,125
-926
-3% -$31K 0.12% 57
2023
Q1 		$1.1M Sell
34,051
-2,734
-7% -$85.4K 0.12% 56
2022
Q4 		$1.08M Sell
36,785
-12,155
-25% -$359K 0.12% 58
2022
Q3 		$1.34M Sell
48,940
-22,269
-31% -$679K 0.17% 44
2022
Q2 		$2.08M Sell
71,209
-206,235
-74% -$6.51M 0.26% 27
2022
Q1 		$9.58M Sell
277,444
-1,378,835
-83% -$47.4M 1.05% 13
2021
Q4 		$62.1M Buy
+1,656,279
New +$63.2M 6.01% 5

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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

Retirement Planning Group (Kansas)'s DYNF Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.5% in Q1 2026, selling an estimated $21K and leaving 23,481 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #178.

Retirement Planning Group (Kansas) first reported a position in DYNF in Q4 2021 and has held it in 18 quarters since. The position peaked at $62.1M in Q4 2021. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Retirement Planning Group (Kansas) held 23,481 shares of BlackRock US Equity Factor Rotation ETF worth $1.37M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 347 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $21K.
  • BlackRock US Equity Factor Rotation ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #178 holding.
  • Retirement Planning Group (Kansas) first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2021 and has held it in 18 quarters since.
  • Retirement Planning Group (Kansas)'s BlackRock US Equity Factor Rotation ETF position peaked at $62.1M in Q4 2021.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.