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Castleview Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Castleview Partners’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 		$1.19M Buy
17,172
+4,726
+38% +$325K 0.52% 42
2026
Q2 		$846K Buy
+12,446
New +$810K 0.37% 60

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
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 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

Castleview Partners's DYNF Position: Q3 2026 in Review

Castleview Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 38% in Q3 2026, buying an estimated $325K and bringing the position to 17,172 shares worth $1.19M. The position accounts for 0.52% of the portfolio, ranked #42.

Castleview Partners first reported a position in DYNF in Q2 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Castleview Partners held 17,172 shares of BlackRock US Equity Factor Rotation ETF worth $1.19M as of Q3 2026.
  • Castleview Partners bought 4,726 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $325K.
  • BlackRock US Equity Factor Rotation ETF made up 0.52% of Castleview Partners's portfolio in Q3 2026, its #42 holding.
  • Castleview Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.