XPN
DYNF icon

XY Planning Network’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

XY Planning Network’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 		$5.25M Sell
77,229
-228
-0.3% -$14.8K 0.66% 37
2026
Q1 		$4.55M Buy
77,457
+16,235
+27% +$983K 0.73% 33
2025
Q4 		$3.72M Buy
+61,222
New +$3.68M 0.65% 34

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
EB
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

XY Planning Network's DYNF Position: Q2 2026 in Review

XY Planning Network reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.29% in Q2 2026, selling an estimated $14.8K and leaving 77,229 shares worth $5.25M. The position accounts for 0.66% of the portfolio, ranked #37.

XY Planning Network first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • XY Planning Network held 77,229 shares of BlackRock US Equity Factor Rotation ETF worth $5.25M as of Q2 2026.
  • XY Planning Network sold 228 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $14.8K.
  • BlackRock US Equity Factor Rotation ETF made up 0.66% of XY Planning Network's portfolio in Q2 2026, its #37 holding.
  • XY Planning Network first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.