Wetzel Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Wetzel Investment Advisors’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	$8.04M	Buy	118,288 +44,275	+60%	+$2.88M	2.79%	10
2026 Q1	$4.31M	Buy	74,013 +31,609	+75%	+$1.91M	1.71%	15
2025 Q4	$2.58M	Buy	42,404 +19,755	+87%	+$1.19M	1.04%	24
2025 Q3	$1.34M	Buy	22,649 +3,805	+20%	+$216K	0.57%	33
2025 Q2	$1.03M	Buy	+18,844	New	+$945K	0.47%	38

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Wetzel Investment Advisors's DYNF Position: Q2 2026 in Review

Wetzel Investment Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 60% in Q2 2026, buying an estimated $2.88M and bringing the position to 118,288 shares worth $8.04M. The position accounts for 2.79% of the portfolio, ranked #10.

Wetzel Investment Advisors first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Wetzel Investment Advisors held 118,288 shares of BlackRock US Equity Factor Rotation ETF worth $8.04M as of Q2 2026.
Wetzel Investment Advisors bought 44,275 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $2.88M.
BlackRock US Equity Factor Rotation ETF made up 2.79% of Wetzel Investment Advisors's portfolio in Q2 2026, its #10 holding.
Wetzel Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
287 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.