Forteris Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Forteris Wealth Management’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	$206K	Buy	+2,972	New	+$204K	0.17%	69

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Forteris Wealth Management's DYNF Position: Q3 2026 in Review

Forteris Wealth Management opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2026: 2,972 shares worth $206K. The stake represents 0.17% of the portfolio and ranks #69 among its holdings.

580 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Forteris Wealth Management held 2,972 shares of BlackRock US Equity Factor Rotation ETF worth $206K as of Q3 2026.
BlackRock US Equity Factor Rotation ETF was a new Forteris Wealth Management position in Q3 2026.
BlackRock US Equity Factor Rotation ETF made up 0.17% of Forteris Wealth Management's portfolio in Q3 2026, its #69 holding.
580 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.