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

Certus 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
2025 Q3	$9.39M	Buy	158,695 +26,461	+20%	+$1.5M	5.62%	4
2025 Q2	$7.2M	Sell	132,234 -1,824	-1%	-$91.5K	4.64%	9
2025 Q1	$6.87M	Buy	134,058 +3,663	+3%	+$188K	4.66%	9
2024 Q4	$6.93M	Buy	130,395 +5,601	+4%	+$288K	4.64%	9
2024 Q3	$6.17M	Buy	124,794 +6,043	+5%	+$288K	4.3%	10
2024 Q2	$5.57M	Buy	118,751 +74,351	+167%	+$3.33M	4.23%	9
2024 Q1	$1.93M	Buy	+44,400	New	+$1.86M	1.53%	20

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Certus Wealth Management's DYNF Position: Q3 2025 in Review

Certus Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 20% in Q3 2025, buying an estimated $1.5M and bringing the position to 158,695 shares worth $9.39M. The position accounts for 5.62% of the portfolio, ranked #4.

Certus Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold DYNF as of Q3 2025.

Certus Wealth Management held 158,695 shares of BlackRock US Equity Factor Rotation ETF worth $9.39M as of Q3 2025.
Certus Wealth Management bought 26,461 BlackRock US Equity Factor Rotation ETF shares in Q3 2025, an estimated $1.5M.
BlackRock US Equity Factor Rotation ETF made up 5.62% of Certus Wealth Management's portfolio in Q3 2025, its #4 holding.
Certus Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 7 quarters since.
651 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.