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

Baker Tilly 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	$12.5M	Buy	180,695 +7,162	+4%	+$493K	2.45%	6
2026 Q2	$11.8M	Buy	173,533 +43,255	+33%	+$2.81M	2.51%	6
2026 Q1	$7.58M	Buy	130,278 +18,838	+17%	+$1.14M	1.84%	10
2025 Q4	$6.78M	Buy	111,440 +42,829	+62%	+$2.58M	1.67%	13
2025 Q3	$4.06M	Buy	68,611 +17,043	+33%	+$967K	0.92%	26
2025 Q2	$2.81M	Buy	51,568 +34,875	+209%	+$1.75M	1%	21
2025 Q1	$814K	Buy	+16,693	New	+$858K	0.32%	77

Other funds holding DYNF

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

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Baker Tilly Wealth Management's DYNF Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.1% in Q3 2026, buying an estimated $493K and bringing the position to 180,695 shares worth $12.5M. The position accounts for 2.45% of the portfolio, ranked #6.

Baker Tilly Wealth Management first reported a position in DYNF in Q1 2025 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Baker Tilly Wealth Management held 180,695 shares of BlackRock US Equity Factor Rotation ETF worth $12.5M as of Q3 2026.
Baker Tilly Wealth Management bought 7,162 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $493K.
BlackRock US Equity Factor Rotation ETF made up 2.45% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #6 holding.
Baker Tilly Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 7 quarters since.
9 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.