Two West Capital Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Two West Capital 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	$3.16M	Buy	47,252 +8,174	+21%	+$532K	1.57%	12
2026 Q1	$2.48M	Buy	39,078 +1,447	+4%	+$87.6K	1.31%	14
2025 Q4	$2.29M	Buy	37,631 +3,473	+10%	+$209K	1.33%	13
2025 Q3	$2.05M	Buy	34,158 +4,404	+15%	+$250K	1.24%	14
2025 Q2	$1.67M	Buy	29,754 +11,529	+63%	+$578K	1.09%	16
2025 Q1	$851K	Buy	18,225 +4,563	+33%	+$235K	0.71%	23
2024 Q4	$700K	Buy	13,662 +2,252	+20%	+$116K	0.6%	30
2024 Q3	$564K	Buy	11,410 +1,363	+14%	+$64.9K	0.46%	35
2024 Q2	$472K	Buy	+10,047	New	+$450K	0.45%	36

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 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

Two West Capital Advisors's DYNF Position: Q2 2026 in Review

Two West Capital Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 21% in Q2 2026, buying an estimated $532K and bringing the position to 47,252 shares worth $3.16M. The position accounts for 1.57% of the portfolio, ranked #12.

Two West Capital Advisors first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. 312 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Two West Capital Advisors held 47,252 shares of BlackRock US Equity Factor Rotation ETF worth $3.16M as of Q2 2026.
Two West Capital Advisors bought 8,174 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $532K.
BlackRock US Equity Factor Rotation ETF made up 1.57% of Two West Capital Advisors's portfolio in Q2 2026, its #12 holding.
Two West Capital Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
312 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.