Beacon Financial Advisory’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Beacon Financial Advisory’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	$2.63M	Buy	37,932 +1,078	+3%	+$74.1K	0.5%	40
2026 Q2	$2.51M	Buy	36,854 +245	+0.7%	+$15.9K	0.49%	40
2026 Q1	$2.13M	Buy	36,609 +2,578	+8%	+$156K	0.48%	37
2025 Q4	$2.07M	Buy	34,031 +1,631	+5%	+$98.1K	0.48%	43
2025 Q3	$1.92M	Buy	32,400 +3,291	+11%	+$187K	0.44%	44
2025 Q2	$1.59M	Buy	29,109 +2,652	+10%	+$133K	0.41%	52
2025 Q1	$1.29M	Buy	26,457 +1,397	+6%	+$71.8K	0.39%	57
2024 Q4	$1.28M	Buy	25,060 +3,259	+15%	+$168K	0.42%	58
2024 Q3	$1.08M	Buy	21,801 +2,438	+13%	+$116K	0.37%	72
2024 Q2	$909K	Buy	19,363 +2,029	+12%	+$90.8K	0.34%	84
2024 Q1	$770K	Buy	+17,334	New	+$727K	0.37%	83

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

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beacon Financial Advisory's DYNF Position: Q3 2026 in Review

Beacon Financial Advisory increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.9% in Q3 2026, buying an estimated $74.1K and bringing the position to 37,932 shares worth $2.63M. The position accounts for 0.5% of the portfolio, ranked #40.

Beacon Financial Advisory first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 420 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Beacon Financial Advisory held 37,932 shares of BlackRock US Equity Factor Rotation ETF worth $2.63M as of Q3 2026.
Beacon Financial Advisory bought 1,078 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $74.1K.
BlackRock US Equity Factor Rotation ETF made up 0.5% of Beacon Financial Advisory's portfolio in Q3 2026, its #40 holding.
Beacon Financial Advisory first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
420 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.