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The Wealth Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

The Wealth Group’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 		$28.9M Buy
425,044
+26,748
+7% +$1.74M 5.53% 6
2026
Q1 		$23.2M Buy
398,296
+25,563
+7% +$1.55M 5.28% 6
2025
Q4 		$22.7M Buy
372,733
+106,188
+40% +$6.39M 5.07% 6
2025
Q3 		$15.8M Buy
266,545
+115,491
+76% +$6.55M 3.65% 8
2025
Q2 		$8.23M Buy
151,054
+119,495
+379% +$6M 2.09% 11
2025
Q1 		$1.54M Buy
+31,559
New +$1.62M 0.45% 25

Other funds holding DYNF

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

The Wealth Group's DYNF Position: Q2 2026 in Review

The Wealth Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.7% in Q2 2026, buying an estimated $1.74M and bringing the position to 425,044 shares worth $28.9M. The position accounts for 5.53% of the portfolio, ranked #6.

The Wealth Group first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • The Wealth Group held 425,044 shares of BlackRock US Equity Factor Rotation ETF worth $28.9M as of Q2 2026.
  • The Wealth Group bought 26,748 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.74M.
  • BlackRock US Equity Factor Rotation ETF made up 5.53% of The Wealth Group's portfolio in Q2 2026, its #6 holding.
  • The Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
  • 173 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.