Heritage Wealth Architects’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Heritage Wealth Architects’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	$23.5M	Sell	335,432 -4,248	-1%	-$292K	9.54%	4
2026 Q2	$23M	Buy	339,680 +7,803	+2%	+$508K	9.14%	4
2026 Q1	$21.3M	Buy	331,877 +23,303	+8%	+$1.41M	8.9%	4
2025 Q4	$18.8M	Buy	308,574 +130,745	+74%	+$7.86M	8.77%	4
2025 Q3	$10.5M	Buy	177,829 +28,198	+19%	+$1.6M	6.48%	5
2025 Q2	$8.15M	Buy	+149,631	New	+$7.51M	6%	5

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

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 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

Heritage Wealth Architects's DYNF Position: Q3 2026 in Review

Heritage Wealth Architects reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.3% in Q3 2026, selling an estimated $292K and leaving 335,432 shares worth $23.5M. The position accounts for 9.54% of the portfolio, ranked #4.

Heritage Wealth Architects first reported a position in DYNF in Q2 2025 and has held it in 6 quarters since. 311 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Heritage Wealth Architects held 335,432 shares of BlackRock US Equity Factor Rotation ETF worth $23.5M as of Q3 2026.
Heritage Wealth Architects sold 4,248 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $292K.
BlackRock US Equity Factor Rotation ETF made up 9.54% of Heritage Wealth Architects's portfolio in Q3 2026, its #4 holding.
Heritage Wealth Architects first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 6 quarters since.
311 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.