Cornerstone Planning Group
DYNF icon

Cornerstone Planning Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Cornerstone Planning 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 		$9.12M Buy
129,454
+1,421
+1% +$97.7K 1.13% 22
2026
Q2 		$8.68M Buy
128,033
+12,734
+11% +$828K 1.09% 21
2026
Q1 		$7.44M Buy
115,299
+19,130
+20% +$1.16M 0.99% 22
2025
Q4 		$5.94M Buy
96,169
+8,025
+9% +$483K 0.93% 22
2025
Q3 		$5.34M Buy
88,144
+86,998
+7,591% +$4.94M 0.86% 23
2025
Q2 		$63.6K Sell
1,146
-1,115
-49% -$55.9K 0.01% 202
2025
Q1 		$106K Buy
2,261
+1,240
+121% +$63.7K 0.03% 136
2024
Q4 		$53.5K Sell
1,021
-162
-14% -$8.34K 0.01% 179
2024
Q3 		$59.9K Sell
1,183
-1,126
-49% -$53.6K 0.02% 171
2024
Q2 		$102K Sell
2,309
-1,333
-37% -$59.6K 0.03% 133
2024
Q1 		$158K Buy
+3,642
New +$153K 0.05% 86

Other funds holding DYNF

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
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
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cornerstone Planning Group's DYNF Position: Q3 2026 in Review

Cornerstone Planning Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.1% in Q3 2026, buying an estimated $97.7K and bringing the position to 129,454 shares worth $9.12M. The position accounts for 1.13% of the portfolio, ranked #22.

Cornerstone Planning Group first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 239 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Cornerstone Planning Group held 129,454 shares of BlackRock US Equity Factor Rotation ETF worth $9.12M as of Q3 2026.
  • Cornerstone Planning Group bought 1,421 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $97.7K.
  • BlackRock US Equity Factor Rotation ETF made up 1.13% of Cornerstone Planning Group's portfolio in Q3 2026, its #22 holding.
  • Cornerstone Planning Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
  • 239 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.