DYNF (DYNF)

This article details WATERSHED PRIVATE WEALTH LLC's investment in the iShares U.S. Equity Factor Rotation Active ETF (DYNF). As of June 30, 2026, the firm holds 222,462 shares valued at $15.13 million, representing 4.26% of their portfolio. The investment has generated an estimated gain of $5.55 million, a 45.61% return based on historical transactions and the current stock price.

The iShares US Equity Factor Rotation Active ETF (DYNF) has demonstrated a 2% annualized outperformance and a higher Sharpe Ratio compared to static, equal-weighted factor portfolios. This success is attributed to its dynamic factor timing and stock selection, with about half of its holdings being unique. While rated B+ for tactical allocation, it is not recommended as a core holding.

This article details Portfolio Resources Advisor Group, Inc.'s holdings in the iShares U.S. Equity Factor Rotation Active ETF (DYNF). As of June 30, 2026, the firm held 90,877 shares valued at $6.18 million, representing 5.23% of its portfolio. The analysis shows an estimated gain of 14.02% on their DYNF holdings, stemming from one purchase and one sale since Q4 2025.

Bishop & Co Investment Management, LLC holds 430,033 shares of iShares U.S. Equity Factor Rotation Active ETF (DYNF), valued at $29.25 million, representing 9% of their stock portfolio. They initiated this investment in Q4 2025, making three purchases at an average price of $60.57. Based on the current DYNF price of $69.69, Bishop & Co Investment Management, LLC has an estimated gain of $3.92 million, reflecting a 15.06% return.

This article details Meriwether Wealth & Planning, LLC's holding history for the iShares U.S. Equity Factor Rotation Active ETF (DYNF). As of June 30, 2026, the firm held 122,334 shares of DYNF, valued at $8.32 million, representing 4.12% of its portfolio. Meriwether Wealth & Planning has an estimated gain of $579,863.16, or 7.30%, on its DYNF holdings, with an average purchase price of $64.95 per share.