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

Accurate 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	$858K	Buy	12,215 +453	+4%	+$31.2K	0.07%	254
2026 Q2	$801K	Sell	11,762 -278	-2%	-$18.1K	0.08%	255
2026 Q1	$737K	Buy	12,040 +635	+6%	+$38.4K	0.09%	240
2025 Q4	$702K	Sell	11,405 -838	-7%	-$50.4K	0.09%	234
2025 Q3	$719K	Buy	12,243 +7,832	+178%	+$444K	0.1%	225
2025 Q2	$242K	Sell	4,411 -658	-13%	-$33K	0.04%	398
2025 Q1	$237K	Sell	5,069 -3,051	-38%	-$157K	0.05%	340
2024 Q4	$412K	Sell	8,120 -992	-11%	-$51.1K	0.08%	232
2024 Q3	$459K	Buy	+9,112	New	+$434K	0.09%	212

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

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

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

Accurate Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.9% in Q3 2026, buying an estimated $31.2K and bringing the position to 12,215 shares worth $858K. The position accounts for 0.07% of the portfolio, ranked #254.

Accurate Wealth Management first reported a position in DYNF in Q3 2024 and has held it in 9 quarters since. 649 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Accurate Wealth Management held 12,215 shares of BlackRock US Equity Factor Rotation ETF worth $858K as of Q3 2026.
Accurate Wealth Management bought 453 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $31.2K.
BlackRock US Equity Factor Rotation ETF made up 0.07% of Accurate Wealth Management's portfolio in Q3 2026, its #254 holding.
Accurate Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 9 quarters since.
649 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.