Financial Designs
DYNF icon

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

Financial Designs’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 		$5.35M Buy
77,180
+63,044
+446% +$4.34M 2.75% 9
2026
Q2 		$961K Buy
14,136
+188
+1% +$12.2K 0.52% 15
2026
Q1 		$811K Buy
13,948
+2,509
+22% +$152K 0.45% 17
2025
Q4 		$696K Buy
+11,439
New +$688K 0.39% 18

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Financial Designs's DYNF Position: Q3 2026 in Review

Financial Designs increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 446% in Q3 2026, buying an estimated $4.34M and bringing the position to 77,180 shares worth $5.35M. The position accounts for 2.75% of the portfolio, ranked #9.

Financial Designs first reported a position in DYNF in Q4 2025 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Financial Designs held 77,180 shares of BlackRock US Equity Factor Rotation ETF worth $5.35M as of Q3 2026.
  • Financial Designs bought 63,044 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $4.34M.
  • BlackRock US Equity Factor Rotation ETF made up 2.75% of Financial Designs's portfolio in Q3 2026, its #9 holding.
  • Financial Designs first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.