United Capital Financial Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

United Capital Financial 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 Q1	$102M	Sell	1,752,856 -358,164	-17%	-$21.7M	0.63%	31
2025 Q4	$128M	Buy	2,111,020 +51,168	+2%	+$3.08M	0.77%	27
2025 Q3	$122M	Buy	2,059,852 +314,721	+18%	+$17.9M	0.88%	23
2025 Q2	$95M	Sell	1,745,131 -48,287	-3%	-$2.42M	0.77%	30
2025 Q1	$87.4M	Sell	1,793,418 -23,155	-1%	-$1.19M	0.75%	30
2024 Q4	$93.1M	Sell	1,816,573 -121,894	-6%	-$6.27M	0.79%	27
2024 Q3	$95.9M	Sell	1,938,467 -31,825	-2%	-$1.52M	0.79%	26
2024 Q2	$92.5M	Sell	1,970,292 -46,095	-2%	-$2.06M	0.79%	27
2024 Q1	$89.5M	Buy	+2,016,387	New	+$84.6M	0.74%	30

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

United Capital Financial Advisors's DYNF Position: Q1 2026 in Review

United Capital Financial Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 17% in Q1 2026, selling an estimated $21.7M and leaving 1,752,856 shares worth $102M. The position accounts for 0.63% of the portfolio, ranked #31.

United Capital Financial Advisors first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $128M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

United Capital Financial Advisors held 1,752,856 shares of BlackRock US Equity Factor Rotation ETF worth $102M as of Q1 2026.
United Capital Financial Advisors sold 358,164 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $21.7M.
BlackRock US Equity Factor Rotation ETF made up 0.63% of United Capital Financial Advisors's portfolio in Q1 2026, its #31 holding.
United Capital Financial Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
United Capital Financial Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $128M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.