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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
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 $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

Root Financial Partners's DYNF Position: Q1 2026 in Review

Root Financial Partners reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 56% in Q1 2026, selling an estimated $69.7K and leaving 919 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Root Financial Partners first reported a position in DYNF in Q3 2025 and has held it in 3 quarters since. The position peaked at $126K in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Root Financial Partners held 919 shares of BlackRock US Equity Factor Rotation ETF worth $53.5K as of Q1 2026.
  • Root Financial Partners sold 1,152 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $69.7K.
  • BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #856 holding.
  • Root Financial Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's BlackRock US Equity Factor Rotation ETF position peaked at $126K in Q4 2025.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.