Client 1st Advisory Group
DYNF icon

Client 1st Advisory Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Client 1st Advisory 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 		$9.28M Buy
134,019
+8,170
+6% +$562K 2.37% 11
2026
Q2 		$8.56M Buy
125,849
+8,819
+8% +$574K 2.23% 12
2026
Q1 		$6.81M Buy
117,030
+16,233
+16% +$983K 2.07% 13
2025
Q4 		$6.13M Buy
100,797
+5,568
+6% +$335K 1.92% 14
2025
Q3 		$5.64M Buy
95,229
+9,895
+12% +$561K 1.87% 14
2025
Q2 		$4.65M Buy
85,334
+5,095
+6% +$256K 1.69% 14
2025
Q1 		$3.91M Buy
80,239
+5,033
+7% +$259K 1.52% 15
2024
Q4 		$3.85M Buy
75,206
+15,808
+27% +$814K 1.48% 14
2024
Q3 		$2.94M Buy
59,398
+24,049
+68% +$1.15M 1.17% 17
2024
Q2 		$1.66M Buy
35,349
+26,245
+288% +$1.17M 0.71% 21
2024
Q1 		$404K Buy
+9,104
New +$382K 0.18% 66

Other funds holding DYNF

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Client 1st Advisory Group's DYNF Position: Q3 2026 in Review

Client 1st Advisory Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.5% in Q3 2026, buying an estimated $562K and bringing the position to 134,019 shares worth $9.28M. The position accounts for 2.37% of the portfolio, ranked #11.

Client 1st Advisory Group first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Client 1st Advisory Group held 134,019 shares of BlackRock US Equity Factor Rotation ETF worth $9.28M as of Q3 2026.
  • Client 1st Advisory Group bought 8,170 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $562K.
  • BlackRock US Equity Factor Rotation ETF made up 2.37% of Client 1st Advisory Group's portfolio in Q3 2026, its #11 holding.
  • Client 1st Advisory Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
  • 262 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.