Able Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Able Wealth Management’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 Q3	$23.9M	Buy	340,079 +16,013	+5%	+$1.1M	5.26%	3
2026 Q2	$22M	Buy	324,066 +9,723	+3%	+$633K	5.06%	3
2026 Q1	$18.3M	Buy	314,343 +88,820	+39%	+$5.38M	4.89%	3
2025 Q4	$13.7M	Buy	225,523 +46,458	+26%	+$2.79M	4.34%	4
2025 Q3	$10.6M	Buy	179,065 +58,416	+48%	+$3.31M	3.99%	5
2025 Q2	$6.57M	Buy	120,649 +43,904	+57%	+$2.2M	3.31%	9
2025 Q1	$3.74M	Buy	76,745 +23,265	+44%	+$1.2M	2.21%	13
2024 Q4	$2.74M	Buy	53,480 +37,385	+232%	+$1.92M	1.8%	14
2024 Q3	$796K	Buy	+16,095	New	+$767K	0.6%	41

Other funds holding DYNF

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Able Wealth Management's DYNF Position: Q3 2026 in Review

Able Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.9% in Q3 2026, buying an estimated $1.1M and bringing the position to 340,079 shares worth $23.9M. The position accounts for 5.26% of the portfolio, ranked #3.

Able Wealth Management first reported a position in DYNF in Q3 2024 and has held it in 9 quarters since. 343 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Able Wealth Management held 340,079 shares of BlackRock US Equity Factor Rotation ETF worth $23.9M as of Q3 2026.
Able Wealth Management bought 16,013 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $1.1M.
BlackRock US Equity Factor Rotation ETF made up 5.26% of Able Wealth Management's portfolio in Q3 2026, its #3 holding.
Able Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 9 quarters since.
343 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.