United Capital Financial Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95M | Sell |
1,745,131
-48,287
| -3% | -$2.63M | 0.77% | 30 |
|
|
2025
Q1 | $87.4M | Sell |
1,793,418
-23,155
| -1% | -$1.13M | 0.75% | 30 |
|
|
2024
Q4 | $93.1M | Sell |
1,816,573
-121,894
| -6% | -$6.25M | 0.79% | 27 |
|
|
2024
Q3 | $95.9M | Sell |
1,938,467
-31,825
| -2% | -$1.57M | 0.79% | 26 |
|
|
2024
Q2 | $92.5M | Sell |
1,970,292
-46,095
| -2% | -$2.16M | 0.79% | 27 |
|
|
2024
Q1 | $89.5M | Buy |
+2,016,387
| New | +$89.5M | 0.74% | 30 |
|