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Smith, Moore & Co’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Smith, Moore & Co’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 		$1.45M Buy
24,871
+14,216
+133% +$861K 0.11% 163
2025
Q4 		$648K Buy
+10,655
New +$641K 0.05% 282

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 $377B 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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $432B 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

Smith, Moore & Co's DYNF Position: Q1 2026 in Review

Smith, Moore & Co increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 133% in Q1 2026, buying an estimated $861K and bringing the position to 24,871 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #163.

Smith, Moore & Co first reported a position in DYNF in Q4 2025 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Smith, Moore & Co held 24,871 shares of BlackRock US Equity Factor Rotation ETF worth $1.45M as of Q1 2026.
  • Smith, Moore & Co bought 14,216 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $861K.
  • BlackRock US Equity Factor Rotation ETF made up 0.11% of Smith, Moore & Co's portfolio in Q1 2026, its #163 holding.
  • Smith, Moore & Co first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.