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

SkyOak 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	$10M	Sell	147,220 -2,418	-2%	-$157K	1.64%	14
2026 Q1	$8.71M	Sell	149,638 -939	-0.6%	-$56.8K	1.59%	12
2025 Q4	$9.16M	Sell	150,577 -1,318	-0.9%	-$79.3K	1.65%	12
2025 Q3	$8.99M	Sell	151,895 -11,887	-7%	-$674K	1.7%	12
2025 Q2	$8.92M	Sell	163,782 -41	-0%	-$2.06K	1.79%	13
2025 Q1	$7.99M	Sell	163,823 -6,034	-4%	-$310K	1.75%	12
2024 Q4	$8.71M	Sell	169,857 -5,427	-3%	-$279K	1.86%	10
2024 Q3	$8.67M	Sell	175,284 -1,627	-0.9%	-$77.5K	1.92%	10
2024 Q2	$8.3M	Sell	176,911 -3,968	-2%	-$178K	1.94%	11
2024 Q1	$8.03M	Sell	180,879 -556	-0.3%	-$23.3K	1.92%	11
2023 Q4	$7.19M	Sell	181,435 -4,831	-3%	-$177K	1.87%	11
2023 Q3	$6.51M	Sell	186,266 -3,514	-2%	-$127K	1.9%	10
2023 Q2	$6.8M	Sell	189,780 -10,008	-5%	-$335K	1.92%	11
2023 Q1	$6.48M	Sell	199,788 -5,183	-3%	-$162K	1.98%	9
2022 Q4	$6.04M	Sell	204,971 -21,289	-9%	-$629K	2.03%	9
2022 Q3	$6.21M	Sell	226,260 -9,347	-4%	-$285K	2.23%	10
2022 Q2	$6.88M	Sell	235,607 -1,925	-0.8%	-$60.8K	2.35%	7
2022 Q1	$8.2M	Buy	+237,532	New	+$8.16M	2.28%	7

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

SkyOak Wealth's DYNF Position: Q2 2026 in Review

SkyOak Wealth reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.6% in Q2 2026, selling an estimated $157K and leaving 147,220 shares worth $10M. The position accounts for 1.64% of the portfolio, ranked #14.

SkyOak Wealth first reported a position in DYNF in Q1 2022 and has held it in 18 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

SkyOak Wealth held 147,220 shares of BlackRock US Equity Factor Rotation ETF worth $10M as of Q2 2026.
SkyOak Wealth sold 2,418 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $157K.
BlackRock US Equity Factor Rotation ETF made up 1.64% of SkyOak Wealth's portfolio in Q2 2026, its #14 holding.
SkyOak Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2022 and has held it in 18 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.