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Wellington-Altus USA’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Wellington-Altus USA’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 		$143K Hold
2,450
– – 0.1% 163
2026
Q1 		$167K Buy
+2,450
New +$148K 0.1% 174

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Wellington-Altus USA's DYNF Position: Q2 2026 in Review

Wellington-Altus USA held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q2 2026 at 2,450 shares worth $143K. The position accounts for 0.1% of the portfolio, ranked #163.

Wellington-Altus USA first reported a position in DYNF in Q1 2026 and has held it in 2 quarters since. The position peaked at $167K in Q1 2026. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Wellington-Altus USA held 2,450 shares of BlackRock US Equity Factor Rotation ETF worth $143K as of Q2 2026.
  • Wellington-Altus USA left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q2 2026.
  • BlackRock US Equity Factor Rotation ETF made up 0.1% of Wellington-Altus USA's portfolio in Q2 2026, its #163 holding.
  • Wellington-Altus USA first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • Wellington-Altus USA's BlackRock US Equity Factor Rotation ETF position peaked at $167K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.