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

Summit Wealth Partners’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	$7.35M	Buy	108,067 +24,558	+29%	+$1.6M	1.05%	30
2026 Q1	$4.86M	Buy	83,509 +19,309	+30%	+$1.17M	0.77%	36
2025 Q4	$3.9M	Buy	64,200 +32,448	+102%	+$1.95M	0.72%	36
2025 Q3	$1.88M	Buy	31,752 +1,523	+5%	+$86.4K	0.34%	56
2025 Q2	$1.65M	Buy	30,229 +18,937	+168%	+$950K	0.31%	59
2025 Q1	$551K	Buy	11,292 +3,079	+37%	+$158K	0.11%	121
2024 Q4	$421K	Buy	8,213 +2,506	+44%	+$129K	0.09%	134
2024 Q3	$282K	Buy	5,707 +171	+3%	+$8.15K	0.05%	198
2024 Q2	$260K	Buy	+5,536	New	+$248K	0.05%	193

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Summit Wealth Partners's DYNF Position: Q2 2026 in Review

Summit Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 29% in Q2 2026, buying an estimated $1.6M and bringing the position to 108,067 shares worth $7.35M. The position accounts for 1.05% of the portfolio, ranked #30.

Summit Wealth Partners first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Summit Wealth Partners held 108,067 shares of BlackRock US Equity Factor Rotation ETF worth $7.35M as of Q2 2026.
Summit Wealth Partners bought 24,558 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.6M.
BlackRock US Equity Factor Rotation ETF made up 1.05% of Summit Wealth Partners's portfolio in Q2 2026, its #30 holding.
Summit Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.