Avid Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Avid Wealth Partners’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	$38.2M	Buy	551,123 +22,431	+4%	+$1.54M	17.44%	1
2026 Q2	$36M	Buy	528,692 +8,231	+2%	+$535K	17.41%	1
2026 Q1	$30.3M	Buy	520,461 +33,400	+7%	+$2.02M	14.31%	1
2025 Q4	$29.6M	Buy	487,061 +75,364	+18%	+$4.53M	14.47%	1
2025 Q3	$24.4M	Buy	411,697 +13,822	+3%	+$784K	12.11%	1
2025 Q2	$21.7M	Buy	397,875 +61,147	+18%	+$3.07M	12.4%	1
2025 Q1	$16.4M	Buy	336,728 +22,184	+7%	+$1.14M	11.14%	2
2024 Q4	$16.1M	Sell	314,544 -17,288	-5%	-$890K	11.45%	2
2024 Q3	$16.4M	Buy	331,832 +10,472	+3%	+$499K	11.62%	2
2024 Q2	$15.1M	Buy	321,360 +161,209	+101%	+$7.21M	11.72%	2
2024 Q1	$7.11M	Buy	+160,151	New	+$6.72M	5.71%	6

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

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

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Avid Wealth Partners's DYNF Position: Q3 2026 in Review

Avid Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.2% in Q3 2026, buying an estimated $1.54M and bringing the position to 551,123 shares worth $38.2M. The position accounts for 17.44% of the portfolio, ranked #1.

Avid Wealth Partners first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 497 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Avid Wealth Partners held 551,123 shares of BlackRock US Equity Factor Rotation ETF worth $38.2M as of Q3 2026.
Avid Wealth Partners bought 22,431 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $1.54M.
BlackRock US Equity Factor Rotation ETF made up 17.44% of Avid Wealth Partners's portfolio in Q3 2026, its #1 holding.
Avid Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
497 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.