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WealthPlan Investment Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

WealthPlan Investment Management’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 		$572K Sell
8,418
-3,779
-31% -$246K 0.03% 297
2026
Q1 		$710K Sell
12,197
-2,521
-17% -$153K 0.04% 252
2025
Q4 		$895K Sell
14,718
-907
-6% -$54.5K 0.06% 206
2025
Q3 		$925K Sell
15,625
-83,970
-84% -$4.76M 0.06% 182
2025
Q2 		$5.42M Buy
+99,595
New +$5M 0.4% 81

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

WealthPlan Investment Management's DYNF Position: Q2 2026 in Review

WealthPlan Investment Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 31% in Q2 2026, selling an estimated $246K and leaving 8,418 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #297.

WealthPlan Investment Management first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.42M in Q2 2025. 376 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • WealthPlan Investment Management held 8,418 shares of BlackRock US Equity Factor Rotation ETF worth $572K as of Q2 2026.
  • WealthPlan Investment Management sold 3,779 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $246K.
  • BlackRock US Equity Factor Rotation ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #297 holding.
  • WealthPlan Investment Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's BlackRock US Equity Factor Rotation ETF position peaked at $5.42M in Q2 2025.
  • 376 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.