RFP
DYNF icon

Root Financial Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Root Financial Partners’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 		– Sell
-919
Closed -$53.5K – 1179
2026
Q1 		$53.5K Sell
919
-1,152
-56% -$69.7K ﹤0.01% 856
2025
Q4 		$126K Buy
2,071
+1,339
+183% +$80.5K 0.01% 392
2025
Q3 		$43.3K Buy
+732
New +$41.5K ﹤0.01% 720

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Root Financial Partners's DYNF Position: Q2 2026 in Review

Root Financial Partners sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 919 shares — an estimated $53.5K sold.

Root Financial Partners first reported a position in DYNF in Q3 2025 and held it in 3 quarters. The position peaked at $126K in Q4 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Root Financial Partners reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 919 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $53.5K.
  • Root Financial Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BlackRock US Equity Factor Rotation ETF position peaked at $126K in Q4 2025.
  • 891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.