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

Signature Wealth Management 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	$1.89M	Buy	27,822 +6,465	+30%	+$421K	0.88%	20
2026 Q1	$1.24M	Buy	21,357 +6,409	+43%	+$388K	0.62%	36
2025 Q4	$909K	Buy	+14,948	New	+$899K	0.45%	42

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Signature Wealth Management Partners's DYNF Position: Q2 2026 in Review

Signature Wealth Management Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 30% in Q2 2026, buying an estimated $421K and bringing the position to 27,822 shares worth $1.89M. The position accounts for 0.88% of the portfolio, ranked #20.

Signature Wealth Management Partners first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Signature Wealth Management Partners held 27,822 shares of BlackRock US Equity Factor Rotation ETF worth $1.89M as of Q2 2026.
Signature Wealth Management Partners bought 6,465 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $421K.
BlackRock US Equity Factor Rotation ETF made up 0.88% of Signature Wealth Management Partners's portfolio in Q2 2026, its #20 holding.
Signature Wealth Management Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
444 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.