Ehrlich Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Ehrlich Financial 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	$9.6M	Buy	139,306 +3,334	+2%	+$229K	4.99%	4
2026 Q2	$9.25M	Buy	135,972 +566	+0.4%	+$36.8K	4.76%	4
2026 Q1	$7.88M	Sell	135,406 -21,391	-14%	-$1.3M	4.53%	3
2025 Q4	$9.5M	Buy	156,797 +3,085	+2%	+$186K	5.43%	3
2025 Q3	$9.1M	Buy	153,712 +7,085	+5%	+$402K	5.4%	2
2025 Q2	$7.99M	Buy	146,627 +4,925	+3%	+$247K	5.17%	3
2025 Q1	$6.91M	Buy	141,702 +3,879	+3%	+$199K	5.04%	4
2024 Q4	$7.06M	Sell	137,823 -1,806	-1%	-$93K	5.02%	3
2024 Q3	$6.91M	Buy	139,629 +16,051	+13%	+$765K	4.93%	5
2024 Q2	$5.8M	Buy	123,578 +20,553	+20%	+$920K	4.58%	5
2024 Q1	$4.57M	Buy	+103,025	New	+$4.32M	3.85%	5

Other funds holding DYNF

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ehrlich Financial Group's DYNF Position: Q3 2026 in Review

Ehrlich Financial Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.5% in Q3 2026, buying an estimated $229K and bringing the position to 139,306 shares worth $9.6M. The position accounts for 4.99% of the portfolio, ranked #4.

Ehrlich Financial Group first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Ehrlich Financial Group held 139,306 shares of BlackRock US Equity Factor Rotation ETF worth $9.6M as of Q3 2026.
Ehrlich Financial Group bought 3,334 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $229K.
BlackRock US Equity Factor Rotation ETF made up 4.99% of Ehrlich Financial Group's portfolio in Q3 2026, its #4 holding.
Ehrlich Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
311 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.