Simon Quick Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Simon Quick 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	$405K	Buy	+5,953	New	+$387K	0.02%	293

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Simon Quick Advisors's DYNF Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 5,953 shares worth $405K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings.

376 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Simon Quick Advisors held 5,953 shares of BlackRock US Equity Factor Rotation ETF worth $405K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Simon Quick Advisors position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #293 holding.
376 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.