Savvy Advisors Inc’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Savvy Advisors Inc’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	$3.14M	Buy	46,133 +17,051	+59%	+$1.11M	0.07%	228
2026 Q1	$1.69M	Buy	29,082 +17,088	+142%	+$1.03M	0.05%	303
2025 Q4	$729K	Buy	11,994 +2,115	+21%	+$127K	0.02%	447
2025 Q3	$585K	Sell	9,879 -6,234	-39%	-$354K	0.03%	393
2025 Q2	$878K	Sell	16,113 -5,918	-27%	-$297K	0.06%	238
2025 Q1	$1.07M	Buy	+22,031	New	+$1.13M	0.11%	155

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

Savvy Advisors Inc's DYNF Position: Q2 2026 in Review

Savvy Advisors Inc increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 59% in Q2 2026, buying an estimated $1.11M and bringing the position to 46,133 shares worth $3.14M. The position accounts for 0.07% of the portfolio, ranked #228.

Savvy Advisors Inc first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Savvy Advisors Inc held 46,133 shares of BlackRock US Equity Factor Rotation ETF worth $3.14M as of Q2 2026.
Savvy Advisors Inc bought 17,051 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.11M.
BlackRock US Equity Factor Rotation ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #228 holding.
Savvy Advisors Inc first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.