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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Buy	30,229 +18,937	+168%	+$1.03M	0.31%	59
2025 Q1	$551K	Buy	11,292 +3,079	+37%	+$150K	0.11%	121
2024 Q4	$421K	Buy	8,213 +2,506	+44%	+$128K	0.09%	134
2024 Q3	$282K	Buy	5,707 +171	+3%	+$8.46K	0.05%	198
2024 Q2	$260K	Buy	+5,536	New	+$260K	0.05%	193