BCU Wealth Advisors
DYNF icon

BCU Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

BCU Wealth Advisors’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 		$4.15M Buy
59,971
+46
+0.1% +$3.16K 1.34% 10
2026
Q2 		$4.08M Buy
59,925
+1,313
+2% +$85.4K 1.35% 11
2026
Q1 		$3.41M Sell
58,612
-8,022
-12% -$486K 1.27% 11
2025
Q4 		$4.05M Buy
66,634
+1,122
+2% +$67.5K 1.55% 10
2025
Q3 		$3.88M Buy
65,512
+9,106
+16% +$517K 1.57% 9
2025
Q2 		$3.07M Buy
56,406
+5,408
+11% +$271K 1.38% 12
2025
Q1 		$2.49M Buy
50,998
+7,784
+18% +$400K 1.29% 12
2024
Q4 		$2.21M Sell
43,214
-434
-1% -$22.3K 1.27% 12
2024
Q3 		$2.16M Buy
43,648
+4,757
+12% +$227K 1.29% 13
2024
Q2 		$1.83M Buy
38,891
+2,921
+8% +$131K 1.35% 12
2024
Q1 		$1.6M Buy
+35,970
New +$1.51M 1.36% 11

Other funds holding DYNF

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

BCU Wealth Advisors's DYNF Position: Q3 2026 in Review

BCU Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.08% in Q3 2026, buying an estimated $3.16K and bringing the position to 59,971 shares worth $4.15M. The position accounts for 1.34% of the portfolio, ranked #10.

BCU Wealth Advisors first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • BCU Wealth Advisors held 59,971 shares of BlackRock US Equity Factor Rotation ETF worth $4.15M as of Q3 2026.
  • BCU Wealth Advisors bought 46 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $3.16K.
  • BlackRock US Equity Factor Rotation ETF made up 1.34% of BCU Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • BCU Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.