Richard W. Paul & Associates’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Richard W. Paul & Associates’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	$8.3K	Buy	+122	New	+$7.94K	﹤0.01%	236

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

Richard W. Paul & Associates's DYNF Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 122 shares worth $8.3K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings.

887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Richard W. Paul & Associates held 122 shares of BlackRock US Equity Factor Rotation ETF worth $8.3K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Richard W. Paul & Associates position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #236 holding.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.