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

Ridgeline Wealth 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	$14.7M	Buy	215,984 +34,694	+19%	+$2.26M	9.31%	3
2026 Q1	$10.5M	Sell	181,290 -2,287	-1%	-$138K	7.7%	5
2025 Q4	$11.2M	Buy	183,577 +13,055	+8%	+$785K	7.97%	4
2025 Q3	$10.1M	Buy	170,522 +2,863	+2%	+$162K	7.58%	5
2025 Q2	$9.13M	Buy	167,659 +83,147	+98%	+$4.17M	7.52%	5
2025 Q1	$4.12M	Buy	84,512 +4,505	+6%	+$232K	4.05%	7
2024 Q4	$4.1M	Buy	+80,007	New	+$4.12M	3.92%	7

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ridgeline Wealth Planning's DYNF Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 19% in Q2 2026, buying an estimated $2.26M and bringing the position to 215,984 shares worth $14.7M. The position accounts for 9.31% of the portfolio, ranked #3.

Ridgeline Wealth Planning first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 467 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Ridgeline Wealth Planning held 215,984 shares of BlackRock US Equity Factor Rotation ETF worth $14.7M as of Q2 2026.
Ridgeline Wealth Planning bought 34,694 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $2.26M.
BlackRock US Equity Factor Rotation ETF made up 9.31% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #3 holding.
Ridgeline Wealth Planning first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
467 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.