CFG
DYNF icon

Cassilly Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Cassilly Financial Group’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 		$2.78M Buy
40,184
+861
+2% +$59.2K 1.87% 14
2026
Q2 		$2.67M Sell
39,323
-4,013
-9% -$261K 1.94% 14
2026
Q1 		$2.52M Buy
43,336
+243
+0.6% +$14.7K 2.19% 14
2025
Q4 		$2.62M Buy
+43,093
New +$2.59M 2.32% 14

Other funds holding DYNF

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Cassilly Financial Group's DYNF Position: Q3 2026 in Review

Cassilly Financial Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.2% in Q3 2026, buying an estimated $59.2K and bringing the position to 40,184 shares worth $2.78M. The position accounts for 1.87% of the portfolio, ranked #14.

Cassilly Financial Group first reported a position in DYNF in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Cassilly Financial Group held 40,184 shares of BlackRock US Equity Factor Rotation ETF worth $2.78M as of Q3 2026.
  • Cassilly Financial Group bought 861 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $59.2K.
  • BlackRock US Equity Factor Rotation ETF made up 1.87% of Cassilly Financial Group's portfolio in Q3 2026, its #14 holding.
  • Cassilly Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.