SW
SkyOak Wealth’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Sell |
163,782
-41
| -0% | -$2.23K | 1.79% | 13 |
|
|
2025
Q1 | $7.99M | Sell |
163,823
-6,034
| -4% | -$294K | 1.75% | 12 |
|
|
2024
Q4 | $8.71M | Sell |
169,857
-5,427
| -3% | -$278K | 1.86% | 10 |
|
|
2024
Q3 | $8.67M | Sell |
175,284
-1,627
| -0.9% | -$80.5K | 1.92% | 10 |
|
|
2024
Q2 | $8.3M | Sell |
176,911
-3,968
| -2% | -$186K | 1.94% | 11 |
|
|
2024
Q1 | $8.03M | Sell |
180,879
-556
| -0.3% | -$24.7K | 1.92% | 11 |
|
|
2023
Q4 | $7.19M | Sell |
181,435
-4,831
| -3% | -$191K | 1.87% | 11 |
|
|
2023
Q3 | $6.51M | Sell |
186,266
-3,514
| -2% | -$123K | 1.9% | 10 |
|
|
2023
Q2 | $6.8M | Sell |
189,780
-10,008
| -5% | -$359K | 1.92% | 11 |
|
|
2023
Q1 | $6.48M | Sell |
199,788
-5,183
| -3% | -$168K | 1.98% | 9 |
|
|
2022
Q4 | $6.04M | Sell |
204,971
-21,289
| -9% | -$627K | 2.03% | 9 |
|
|
2022
Q3 | $6.22M | Sell |
226,260
-9,347
| -4% | -$257K | 2.23% | 10 |
|
|
2022
Q2 | $6.88M | Sell |
235,607
-1,925
| -0.8% | -$56.2K | 2.35% | 7 |
|
|
2022
Q1 | $8.2M | Buy |
+237,532
| New | +$8.2M | 2.28% | 7 |
|