SWA
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Sax Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Sax Wealth Advisors’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 		$3.6M Buy
61,864
+5,692
+10% +$370K 0.15% 109
2026
Q1 		$3.42M Hold
56,172
– – 0.17% 90
2025
Q4 		$3.42M Buy
56,172
+12,415
+28% +$747K 0.16% 93
2025
Q3 		$2.59M Buy
43,757
+12,864
+42% +$730K 0.14% 95
2025
Q2 		$1.68M Buy
+30,893
New +$1.55M 0.1% 114

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sax Wealth Advisors's DYNF Position: Q2 2026 in Review

Sax Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 10% in Q2 2026, buying an estimated $370K and bringing the position to 61,864 shares worth $3.6M. The position accounts for 0.15% of the portfolio, ranked #109.

Sax Wealth Advisors first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Sax Wealth Advisors held 61,864 shares of BlackRock US Equity Factor Rotation ETF worth $3.6M as of Q2 2026.
  • Sax Wealth Advisors bought 5,692 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $370K.
  • BlackRock US Equity Factor Rotation ETF made up 0.15% of Sax Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Sax Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
  • 228 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.