SW
DYNF icon

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return