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

World 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 Q1	$13.4M	Sell	230,792 -44,679	-16%	-$2.7M	0.22%	98
2025 Q4	$16.8M	Buy	275,471 +223,019	+425%	+$13.4M	0.27%	71
2025 Q3	$3.11M	Buy	52,452 +6,389	+14%	+$362K	0.06%	315
2025 Q2	$2.51M	Sell	46,063 -1,174	-2%	-$58.9K	0.06%	337
2025 Q1	$2.3M	Buy	47,237 +2,864	+6%	+$147K	0.06%	327
2024 Q4	$2.27M	Buy	44,373 +2,648	+6%	+$136K	0.06%	307
2024 Q3	$2.06M	Buy	41,725 +4,965	+14%	+$237K	0.06%	292
2024 Q2	$1.73M	Buy	+36,760	New	+$1.64M	0.11%	183

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

World Investment Advisors's DYNF Position: Q1 2026 in Review

World Investment Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 16% in Q1 2026, selling an estimated $2.7M and leaving 230,792 shares worth $13.4M. The position accounts for 0.22% of the portfolio, ranked #98.

World Investment Advisors first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.8M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

World Investment Advisors held 230,792 shares of BlackRock US Equity Factor Rotation ETF worth $13.4M as of Q1 2026.
World Investment Advisors sold 44,679 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $2.7M.
BlackRock US Equity Factor Rotation ETF made up 0.22% of World Investment Advisors's portfolio in Q1 2026, its #98 holding.
World Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
World Investment Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $16.8M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.