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

BigSur 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	$1.67M	Hold	24,173	–	–	0.4%	68
2026 Q2	$1.64M	Buy	24,173 +7,600	+46%	+$494K	0.4%	71
2026 Q1	$964K	Hold	16,573	–	–	0.27%	88
2025 Q4	$1.01M	Sell	16,573 -16,000	-49%	-$962K	0.24%	85
2025 Q3	$1.93M	Hold	32,573	–	–	0.47%	55
2025 Q2	$1.77M	Hold	32,573	–	–	0.45%	59
2025 Q1	$1.59M	Hold	32,573	–	–	0.43%	62
2024 Q4	$1.67M	Hold	32,573	–	–	0.48%	58
2024 Q3	$1.61M	Hold	32,573	–	–	0.44%	62
2024 Q2	$1.53M	Buy	32,573 +21,370	+191%	+$956K	0.47%	62
2024 Q1	$497K	Buy	+11,203	New	+$470K	0.16%	112

Other funds holding DYNF

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

BigSur Wealth Management held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q3 2026 at 24,173 shares worth $1.67M. The position accounts for 0.4% of the portfolio, ranked #68.

BigSur Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.93M in Q3 2025. 311 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

BigSur Wealth Management held 24,173 shares of BlackRock US Equity Factor Rotation ETF worth $1.67M as of Q3 2026.
BigSur Wealth Management left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q3 2026.
BlackRock US Equity Factor Rotation ETF made up 0.4% of BigSur Wealth Management's portfolio in Q3 2026, its #68 holding.
BigSur Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
BigSur Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $1.93M in Q3 2025.
311 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

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