Waterfront Wealth’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Waterfront Wealth’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	$213K	Buy	+3,120	New	+$203K	0.03%	287

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

Waterfront Wealth's DYNF Position: Q2 2026 in Review

Waterfront Wealth opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 3,120 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings.

424 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Waterfront Wealth held 3,120 shares of BlackRock US Equity Factor Rotation ETF worth $213K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Waterfront Wealth position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.03% of Waterfront Wealth's portfolio in Q2 2026, its #287 holding.
424 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.