Global Financial Private Client’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Global Financial Private Client’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	$368K	Hold	5,313	–	–	0.1%	189
2026 Q2	$361K	Sell	5,313 -410	-7%	-$26.7K	0.1%	194
2026 Q1	$333K	Sell	5,723 -613	-10%	-$37.1K	0.11%	194
2025 Q4	$385K	Sell	6,336 -175	-3%	-$10.5K	0.14%	167
2025 Q3	$385K	Buy	6,511 +1,256	+24%	+$71.3K	0.14%	166
2025 Q2	$286K	Buy	5,255 +115	+2%	+$5.77K	0.11%	189
2025 Q1	$251K	Buy	5,140 +296	+6%	+$15.2K	0.1%	181
2024 Q4	$248K	Sell	4,844 -529	-10%	-$27.2K	0.09%	185
2024 Q3	$266K	Sell	5,373 -194	-3%	-$9.24K	0.1%	179
2024 Q2	$261K	Buy	5,567 +1,408	+34%	+$63K	0.11%	170
2024 Q1	$185K	Buy	+4,159	New	+$174K	0.08%	183

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 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

Global Financial Private Client's DYNF Position: Q3 2026 in Review

Global Financial Private Client held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q3 2026 at 5,313 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #189.

Global Financial Private Client first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. The position peaked at $385K in Q3 2025. 663 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Global Financial Private Client held 5,313 shares of BlackRock US Equity Factor Rotation ETF worth $368K as of Q3 2026.
Global Financial Private Client left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q3 2026.
BlackRock US Equity Factor Rotation ETF made up 0.1% of Global Financial Private Client's portfolio in Q3 2026, its #189 holding.
Global Financial Private Client first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
Global Financial Private Client's BlackRock US Equity Factor Rotation ETF position peaked at $385K in Q3 2025.
663 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.