FORM Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

FORM Wealth Advisors’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	$141M	Sell	2,039,514 -107,937	-5%	-$7.42M	15.77%	2
2026 Q2	$146M	Sell	2,147,451 -121,017	-5%	-$7.87M	16.06%	2
2026 Q1	$132M	Buy	2,268,468 +72,671	+3%	+$4.4M	15.46%	2
2025 Q4	$134M	Buy	+2,195,797	New	+$132M	15.63%	2
2025 Q2	$124M	Buy	2,285,263 +733,154	+47%	+$36.8M	15.06%	2
2025 Q1	$75.7M	Buy	+1,552,109	New	+$79.8M	10.28%	4

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

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

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

FORM Wealth Advisors's DYNF Position: Q3 2026 in Review

FORM Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5% in Q3 2026, selling an estimated $7.42M and leaving 2,039,514 shares worth $141M. The position accounts for 15.77% of the portfolio, ranked #2.

FORM Wealth Advisors first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. The position peaked at $146M in Q2 2026. 271 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

FORM Wealth Advisors held 2,039,514 shares of BlackRock US Equity Factor Rotation ETF worth $141M as of Q3 2026.
FORM Wealth Advisors sold 107,937 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $7.42M.
BlackRock US Equity Factor Rotation ETF made up 15.77% of FORM Wealth Advisors's portfolio in Q3 2026, its #2 holding.
FORM Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $146M in Q2 2026.
271 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.