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 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 $374B AUM 17.66% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Savvy Advisors Inc's DYNF Position: Q1 2026 in Review

Savvy Advisors Inc increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 142% in Q1 2026, buying an estimated $1.03M and bringing the position to 29,082 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #303.

Savvy Advisors Inc first reported a position in DYNF in Q1 2025 and has held it in 5 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Savvy Advisors Inc held 29,082 shares of BlackRock US Equity Factor Rotation ETF worth $1.69M as of Q1 2026.
Savvy Advisors Inc bought 17,088 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $1.03M.
BlackRock US Equity Factor Rotation ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #303 holding.
Savvy Advisors Inc first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 5 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.