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Global Wealth Strategies & Associates’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Global Wealth Strategies & Associates’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 		$27.2M Buy
393,342
+16,012
+4% +$1.1M 4.99% 5
2026
Q2 		$25.7M Buy
377,330
+21,739
+6% +$1.41M 4.86% 5
2026
Q1 		$20.7M Buy
+355,591
New +$21.5M 5.08% 5

Other funds holding DYNF

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Global Wealth Strategies & Associates's DYNF Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.2% in Q3 2026, buying an estimated $1.1M and bringing the position to 393,342 shares worth $27.2M. The position accounts for 4.99% of the portfolio, ranked #5.

Global Wealth Strategies & Associates first reported a position in DYNF in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Global Wealth Strategies & Associates held 393,342 shares of BlackRock US Equity Factor Rotation ETF worth $27.2M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 16,012 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $1.1M.
  • BlackRock US Equity Factor Rotation ETF made up 4.99% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #5 holding.
  • Global Wealth Strategies & Associates first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.