Stone House Investment Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Stone House Investment Management’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	$33.4M	Sell	574,017 -84,109	-13%	-$5.09M	5.98%	5
2025 Q4	$40M	Buy	658,126 +19,260	+3%	+$1.16M	6.21%	5
2025 Q3	$37.8M	Buy	638,866 +85,602	+15%	+$4.86M	6.37%	4
2025 Q2	$30.1M	Buy	553,264 +13,938	+3%	+$699K	5.54%	8
2025 Q1	$26.3M	Buy	539,326 +96,891	+22%	+$4.98M	5.33%	7
2024 Q4	$22.7M	Sell	442,435 -79,882	-15%	-$4.11M	5.76%	7
2024 Q3	$25.8M	Buy	522,317 +13,588	+3%	+$647K	5.34%	7
2024 Q2	$23.9M	Buy	508,729 +71,695	+16%	+$3.21M	6.21%	6
2024 Q1	$19.4M	Buy	+437,034	New	+$18.3M	4.56%	6

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Stone House Investment Management's DYNF Position: Q1 2026 in Review

Stone House Investment Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 13% in Q1 2026, selling an estimated $5.09M and leaving 574,017 shares worth $33.4M. The position accounts for 5.98% of the portfolio, ranked #5.

Stone House Investment Management first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $40M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Stone House Investment Management held 574,017 shares of BlackRock US Equity Factor Rotation ETF worth $33.4M as of Q1 2026.
Stone House Investment Management sold 84,109 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $5.09M.
BlackRock US Equity Factor Rotation ETF made up 5.98% of Stone House Investment Management's portfolio in Q1 2026, its #5 holding.
Stone House Investment Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Stone House Investment Management's BlackRock US Equity Factor Rotation ETF position peaked at $40M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.