WealthPLAN Partners’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
$2.77M Buy
50,839
+1,247
+3% +$67.9K 0.45% 68
2025
Q1
$2.42M Buy
49,592
+1,095
+2% +$53.4K 0.34% 80
2024
Q4
$2.49M Sell
48,497
-2,889
-6% -$148K 0.35% 77
2024
Q3
$2.54M Sell
51,386
-953
-2% -$47.1K 0.34% 80
2024
Q2
$2.46M Buy
52,339
+1,751
+3% +$82.2K 0.26% 96
2024
Q1
$2.25M Buy
+50,588
New +$2.25M 0.23% 108