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

West Wealth Group’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	$46M	Buy	676,626 +27,420	+4%	+$1.78M	7.53%	5
2026 Q1	$37.8M	Sell	649,206 -27,966	-4%	-$1.69M	7.46%	5
2025 Q4	$41.2M	Buy	677,172 +53,829	+9%	+$3.24M	8.54%	3
2025 Q3	$36.8M	Buy	623,343 +95,432	+18%	+$5.41M	8.29%	3
2025 Q2	$29.6M	Buy	527,911 +25,801	+5%	+$1.29M	7.35%	4
2025 Q1	$24.6M	Buy	502,110 +18,741	+4%	+$963K	7.26%	3
2024 Q4	$24.8M	Buy	483,369 +27,049	+6%	+$1.39M	7.39%	4
2024 Q3	$22.6M	Buy	456,320 +24,040	+6%	+$1.15M	7.32%	4
2024 Q2	$20.3M	Buy	432,280 +101,943	+31%	+$4.56M	7.17%	4
2024 Q1	$14.7M	Buy	+330,337	New	+$13.9M	5.43%	5

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

West Wealth Group's DYNF Position: Q2 2026 in Review

West Wealth Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.2% in Q2 2026, buying an estimated $1.78M and bringing the position to 676,626 shares worth $46M. The position accounts for 7.53% of the portfolio, ranked #5.

West Wealth Group first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

West Wealth Group held 676,626 shares of BlackRock US Equity Factor Rotation ETF worth $46M as of Q2 2026.
West Wealth Group bought 27,420 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.78M.
BlackRock US Equity Factor Rotation ETF made up 7.53% of West Wealth Group's portfolio in Q2 2026, its #5 holding.
West Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.