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

Simplicity Wealth’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	$19.8M	Buy	290,863 +163,839	+129%	+$10.7M	0.67%	27
2026 Q1	$7.39M	Sell	127,024 -4,048	-3%	-$245K	0.42%	53
2025 Q4	$7.97M	Buy	131,072 +16,009	+14%	+$963K	0.48%	46
2025 Q3	$6.81M	Sell	115,063 -95,171	-45%	-$5.4M	0.39%	51
2025 Q2	$11.4M	Buy	210,234 +109,794	+109%	+$5.51M	0.48%	43
2025 Q1	$4.9M	Buy	+100,440	New	+$5.16M	0.38%	54
2024 Q4	–	Sell	-111,484	Closed	-$5.52M	–	390
2024 Q3	$5.52M	Sell	111,484 -11,553	-9%	-$550K	0.51%	41
2024 Q2	$5.78M	Buy	123,037 +18,289	+17%	+$818K	0.13%	157
2024 Q1	$4.65M	Buy	+104,748	New	+$4.39M	0.11%	184

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

Simplicity Wealth's DYNF Position: Q2 2026 in Review

Simplicity Wealth increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 129% in Q2 2026, buying an estimated $10.7M and bringing the position to 290,863 shares worth $19.8M. The position accounts for 0.67% of the portfolio, ranked #27.

Simplicity Wealth first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Simplicity Wealth held 290,863 shares of BlackRock US Equity Factor Rotation ETF worth $19.8M as of Q2 2026.
Simplicity Wealth bought 163,839 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $10.7M.
BlackRock US Equity Factor Rotation ETF made up 0.67% of Simplicity Wealth's portfolio in Q2 2026, its #27 holding.
Simplicity Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.