Semus Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Semus Wealth 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 Q2	$2.5M	Buy	36,828 +2,016	+6%	+$131K	1.21%	20
2026 Q1	$2.03M	Sell	34,812 -3,157	-8%	-$191K	1.13%	22
2025 Q4	$2.31M	Buy	37,969 +1,586	+4%	+$95.4K	1.24%	20
2025 Q3	$2.15M	Buy	36,383 +10,138	+39%	+$575K	1.22%	22
2025 Q2	$1.43M	Buy	26,245 +512	+2%	+$25.7K	0.93%	27
2025 Q1	$1.25M	Buy	25,733 +3,281	+15%	+$169K	0.87%	29
2024 Q4	$1.15M	Buy	22,452 +5,863	+35%	+$302K	0.76%	29
2024 Q3	$821K	Buy	16,589 +3,237	+24%	+$154K	0.57%	37
2024 Q2	$627K	Buy	13,352 +1,543	+13%	+$69K	0.48%	43
2024 Q1	$524K	Buy	+11,809	New	+$495K	0.44%	46

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

Semus Wealth Partners's DYNF Position: Q2 2026 in Review

Semus Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.8% in Q2 2026, buying an estimated $131K and bringing the position to 36,828 shares worth $2.5M. The position accounts for 1.21% of the portfolio, ranked #20.

Semus Wealth Partners first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Semus Wealth Partners held 36,828 shares of BlackRock US Equity Factor Rotation ETF worth $2.5M as of Q2 2026.
Semus Wealth Partners bought 2,016 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $131K.
BlackRock US Equity Factor Rotation ETF made up 1.21% of Semus Wealth Partners's portfolio in Q2 2026, its #20 holding.
Semus Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.