Western Financial Corp’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Western Financial Corp’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	$291K	Sell	4,277 -287	-6%	-$18.7K	0.09%	111
2026 Q1	$266K	Sell	4,564 -727	-14%	-$44K	0.1%	109
2025 Q4	$322K	Buy	5,291 +183	+4%	+$11K	0.13%	96
2025 Q3	$302K	Sell	5,108 -745	-13%	-$42.3K	0.13%	107
2025 Q2	$319K	Sell	5,853 -146	-2%	-$7.33K	0.17%	106
2025 Q1	$293K	Sell	5,999 -348	-5%	-$17.9K	0.17%	108
2024 Q4	$325K	Sell	6,347 -3,227	-34%	-$166K	0.18%	113
2024 Q3	$474K	Sell	9,574 -339	-3%	-$16.2K	0.27%	84
2024 Q2	$465K	Sell	9,913 -654	-6%	-$29.3K	0.28%	80
2024 Q1	$469K	Buy	+10,567	New	+$443K	0.29%	82

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

Western Financial Corp's DYNF Position: Q2 2026 in Review

Western Financial Corp reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.3% in Q2 2026, selling an estimated $18.7K and leaving 4,277 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #111.

Western Financial Corp first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $474K in Q3 2024. 444 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Western Financial Corp held 4,277 shares of BlackRock US Equity Factor Rotation ETF worth $291K as of Q2 2026.
Western Financial Corp sold 287 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $18.7K.
BlackRock US Equity Factor Rotation ETF made up 0.09% of Western Financial Corp's portfolio in Q2 2026, its #111 holding.
Western Financial Corp first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Western Financial Corp's BlackRock US Equity Factor Rotation ETF position peaked at $474K in Q3 2024.
444 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.