W Advisors LLC’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

W Advisors LLC’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	$3.01M	Sell	44,243 -231	-0.5%	-$15K	1.37%	19
2026 Q1	$2.59M	Sell	44,474 -3,363	-7%	-$204K	1.33%	18
2025 Q4	$2.91M	Buy	47,837 +2,637	+6%	+$159K	1.46%	16
2025 Q3	$2.68M	Buy	45,200 +7,107	+19%	+$403K	1.41%	19
2025 Q2	$2.07M	Buy	38,093 +167	+0.4%	+$8.38K	1.19%	22
2025 Q1	$1.85M	Sell	37,926 -1,695	-4%	-$87.1K	1.16%	21
2024 Q4	$2.03M	Buy	39,621 +2,626	+7%	+$135K	1.26%	21
2024 Q3	$1.83M	Buy	36,995 +1,845	+5%	+$87.9K	1.13%	22
2024 Q2	$1.65M	Buy	35,150 +3,824	+12%	+$171K	1.08%	23
2024 Q1	$1.39M	Buy	+31,326	New	+$1.31M	0.95%	27

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

W Advisors LLC's DYNF Position: Q2 2026 in Review

W Advisors LLC reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.52% in Q2 2026, selling an estimated $15K and leaving 44,243 shares worth $3.01M. The position accounts for 1.37% of the portfolio, ranked #19.

W Advisors LLC first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

W Advisors LLC held 44,243 shares of BlackRock US Equity Factor Rotation ETF worth $3.01M as of Q2 2026.
W Advisors LLC sold 231 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $15K.
BlackRock US Equity Factor Rotation ETF made up 1.37% of W Advisors LLC's portfolio in Q2 2026, its #19 holding.
W Advisors LLC first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.