Crown Wealth Group
DYNF icon

Crown Wealth Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Crown Wealth 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 		$20.7M Buy
298,411
+93,944
+46% +$6.46M 5.12% 4
2026
Q2 		$13.9M Buy
204,467
+110,795
+118% +$7.21M 3.54% 6
2026
Q1 		$5.45M Buy
+93,672
New +$5.67M 1.6% 16

Other funds holding DYNF

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 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

Crown Wealth Group's DYNF Position: Q3 2026 in Review

Crown Wealth Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 46% in Q3 2026, buying an estimated $6.46M and bringing the position to 298,411 shares worth $20.7M. The position accounts for 5.12% of the portfolio, ranked #4.

Crown Wealth Group first reported a position in DYNF in Q1 2026 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Crown Wealth Group held 298,411 shares of BlackRock US Equity Factor Rotation ETF worth $20.7M as of Q3 2026.
  • Crown Wealth Group bought 93,944 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $6.46M.
  • BlackRock US Equity Factor Rotation ETF made up 5.12% of Crown Wealth Group's portfolio in Q3 2026, its #4 holding.
  • Crown Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 3 quarters since.
  • 408 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.