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TrueWealth Financial Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

TrueWealth Financial 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 		– Sell
-3,487
Closed -$203K – 35
2026
Q1 		$203K Buy
+3,487
New +$211K 0.08% 66

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JP Morgan Chase
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Morgan Stanley
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Ameriprise
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Northwestern Mutual Wealth Management
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Bank of America
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DWM
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TrueWealth Financial Partners's DYNF Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 3,487 shares — an estimated $203K sold.

TrueWealth Financial Partners first reported a position in DYNF in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 3,487 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $203K.
  • TrueWealth Financial Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's BlackRock US Equity Factor Rotation ETF position peaked at $203K in Q1 2026.
  • 887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.