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

BAM 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	$1.03M	Sell	14,821 -2,698	-15%	-$186K	0.56%	41
2026 Q2	$1.19M	Buy	17,519 +105	+0.6%	+$6.83K	0.75%	31
2026 Q1	$1.01M	Sell	17,414 -175	-1%	-$10.6K	0.76%	29
2025 Q4	$1.07M	Buy	17,589 +4,983	+40%	+$300K	0.77%	31
2025 Q3	$746K	Buy	+12,606	New	+$715K	0.58%	47

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

BAM Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 15% in Q3 2026, selling an estimated $186K and leaving 14,821 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #41.

BAM Wealth Management first reported a position in DYNF in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2026. 580 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

BAM Wealth Management held 14,821 shares of BlackRock US Equity Factor Rotation ETF worth $1.03M as of Q3 2026.
BAM Wealth Management sold 2,698 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $186K.
BlackRock US Equity Factor Rotation ETF made up 0.56% of BAM Wealth Management's portfolio in Q3 2026, its #41 holding.
BAM Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 5 quarters since.
BAM Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $1.19M in Q2 2026.
580 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.