Avidian Wealth Enterprises’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Avidian Wealth Enterprises’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	$2.83M	Sell	40,825 -43,978	-52%	-$3.02M	0.08%	166
2026 Q2	$5.77M	Buy	84,803 +6,450	+8%	+$420K	0.16%	98
2026 Q1	$4.56M	Sell	78,353 -19,778	-20%	-$1.2M	0.14%	105
2025 Q4	$5.97M	Sell	98,131 -7,812	-7%	-$470K	0.22%	71
2025 Q3	$6.27M	Buy	105,943 +32,841	+45%	+$1.86M	0.24%	69
2025 Q2	$3.98M	Buy	73,102 +1,052	+1%	+$52.8K	0.16%	85
2025 Q1	$3.51M	Sell	72,050 -310	-0.4%	-$15.9K	0.16%	88
2024 Q4	$3.71M	Sell	72,360 -1,164	-2%	-$59.9K	0.17%	84
2024 Q3	$3.64M	Sell	73,524 -1,712	-2%	-$81.6K	0.17%	83
2024 Q2	$3.53M	Sell	75,236 -2,653	-3%	-$119K	0.15%	83
2024 Q1	$3.46M	Buy	+77,889	New	+$3.27M	0.17%	75

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

Avidian Wealth Enterprises's DYNF Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 52% in Q3 2026, selling an estimated $3.02M and leaving 40,825 shares worth $2.83M. The position accounts for 0.08% of the portfolio, ranked #166.

Avidian Wealth Enterprises first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.27M in Q3 2025. 528 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Avidian Wealth Enterprises held 40,825 shares of BlackRock US Equity Factor Rotation ETF worth $2.83M as of Q3 2026.
Avidian Wealth Enterprises sold 43,978 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $3.02M.
BlackRock US Equity Factor Rotation ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #166 holding.
Avidian Wealth Enterprises first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
Avidian Wealth Enterprises's BlackRock US Equity Factor Rotation ETF position peaked at $6.27M in Q3 2025.
528 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.