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Sonoma Allocations’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Sonoma Allocations’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 		– Sell
-5,286
Closed -$312K – 128
2026
Q1 		$312K Buy
5,286
+1,079
+26% +$65.3K 0.11% 123
2025
Q4 		$261K Buy
+4,207
New +$253K 0.09% 112

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sonoma Allocations's DYNF Position: Q2 2026 in Review

Sonoma Allocations sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 5,286 shares — an estimated $312K sold.

Sonoma Allocations first reported a position in DYNF in Q4 2025 and held it in 2 quarters. The position peaked at $312K in Q1 2026. 405 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Sonoma Allocations reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 5,286 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $312K.
  • Sonoma Allocations first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and held it in 2 quarters.
  • Sonoma Allocations's BlackRock US Equity Factor Rotation ETF position peaked at $312K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.