Robertson Stephens Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Robertson Stephens Wealth Management’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	$2.13M	Buy	31,299 +1,737	+6%	+$113K	0.05%	206
2026 Q1	$1.72M	Buy	29,562 +16,065	+119%	+$973K	0.05%	225
2025 Q4	$821K	Buy	+13,497	New	+$812K	0.02%	343
2025 Q3	–	Sell	-82,685	Closed	-$4.5M	–	541
2025 Q2	$4.5M	Sell	82,685 -3,197	-4%	-$160K	0.14%	111
2025 Q1	$4.19M	Sell	85,882 -474	-0.5%	-$24.4K	0.14%	119
2024 Q4	$4.43M	Buy	86,356 +2,439	+3%	+$126K	0.16%	121
2024 Q3	$4.15M	Buy	83,917 +5,434	+7%	+$259K	0.15%	129
2024 Q2	$3.68M	Buy	78,483 +36,931	+89%	+$1.65M	0.19%	101
2024 Q1	$1.84M	Buy	+41,552	New	+$1.74M	0.1%	166

Other funds holding DYNF

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Robertson Stephens Wealth Management's DYNF Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.9% in Q2 2026, buying an estimated $113K and bringing the position to 31,299 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #206.

Robertson Stephens Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.5M in Q2 2025. 444 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Robertson Stephens Wealth Management held 31,299 shares of BlackRock US Equity Factor Rotation ETF worth $2.13M as of Q2 2026.
Robertson Stephens Wealth Management bought 1,737 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $113K.
BlackRock US Equity Factor Rotation ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #206 holding.
Robertson Stephens Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Robertson Stephens Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $4.5M in Q2 2025.
444 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.