Shira Ridge Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Shira Ridge Wealth Management’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	$19.1M	Buy	280,170 +9,057	+3%	+$589K	6.65%	3
2026 Q1	$15.8M	Buy	271,113 +50,792	+23%	+$3.08M	6.24%	3
2025 Q4	$13.4M	Buy	220,321 +104,503	+90%	+$6.28M	5.38%	3
2025 Q3	$6.86M	Buy	115,818 +12,435	+12%	+$705K	2.91%	11
2025 Q2	$5.63M	Buy	103,383 +13,164	+15%	+$660K	2.57%	12
2025 Q1	$4.4M	Buy	+90,219	New	+$4.64M	2.19%	13

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

Shira Ridge Wealth Management's DYNF Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.3% in Q2 2026, buying an estimated $589K and bringing the position to 280,170 shares worth $19.1M. The position accounts for 6.65% of the portfolio, ranked #3.

Shira Ridge Wealth Management first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Shira Ridge Wealth Management held 280,170 shares of BlackRock US Equity Factor Rotation ETF worth $19.1M as of Q2 2026.
Shira Ridge Wealth Management bought 9,057 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $589K.
BlackRock US Equity Factor Rotation ETF made up 6.65% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #3 holding.
Shira Ridge Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.