Trail Ridge Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Trail Ridge Investment Advisors’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	$239K	Buy	+3,513	New	+$229K	0.1%	87
2026 Q1	–	Sell	-3,744	Closed	-$228K	–	103
2025 Q4	$228K	Sell	3,744 -561	-13%	-$33.7K	0.1%	99
2025 Q3	$255K	Buy	+4,305	New	+$244K	0.11%	95

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

Trail Ridge Investment Advisors's DYNF Position: Q2 2026 in Review

Trail Ridge Investment Advisors opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 3,513 shares worth $239K. The stake represents 0.1% of the portfolio and ranks #87 among its holdings. This is a return to the name: Trail Ridge Investment Advisors previously reported a position in DYNF as recently as Q4 2025.

Trail Ridge Investment Advisors first reported a position in DYNF in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q3 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Trail Ridge Investment Advisors held 3,513 shares of BlackRock US Equity Factor Rotation ETF worth $239K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Trail Ridge Investment Advisors position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.1% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #87 holding.
Trail Ridge Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 3 quarters since.
Trail Ridge Investment Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $255K in Q3 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.