SageView Advisory Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

SageView Advisory Group’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	$713K	Sell	10,488 -652	-6%	-$42.4K	0.02%	297
2026 Q1	$648K	Sell	11,140 -87	-0.8%	-$5.27K	0.02%	297
2025 Q4	$683K	Sell	11,227 -60	-0.5%	-$3.61K	0.02%	307
2025 Q3	$668K	Buy	11,287 +482	+4%	+$27.3K	0.02%	331
2025 Q2	$606K	Buy	+10,805	New	+$542K	0.02%	331

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

SageView Advisory Group's DYNF Position: Q2 2026 in Review

SageView Advisory Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.9% in Q2 2026, selling an estimated $42.4K and leaving 10,488 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #297.

SageView Advisory Group first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

SageView Advisory Group held 10,488 shares of BlackRock US Equity Factor Rotation ETF worth $713K as of Q2 2026.
SageView Advisory Group sold 652 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $42.4K.
BlackRock US Equity Factor Rotation ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #297 holding.
SageView Advisory Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.