Hoxton Planning & Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Hoxton Planning & 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	$7.14M	Buy	103,156 +2,789	+3%	+$192K	1.82%	11
2026 Q2	$6.83M	Buy	100,367 +3,344	+3%	+$218K	1.78%	12
2026 Q1	$5.64M	Sell	97,023 -9,682	-9%	-$586K	1.69%	15
2025 Q4	$6.49M	Buy	106,705 +923	+0.9%	+$55.5K	1.94%	12
2025 Q3	$6.26M	Buy	105,782 +18,221	+21%	+$1.03M	2.01%	8
2025 Q2	$4.77M	Sell	87,561 -801	-0.9%	-$40.2K	1.65%	15
2025 Q1	$4.31M	Buy	88,362 +2,600	+3%	+$134K	1.64%	12
2024 Q4	$4.4M	Sell	85,762 -5,901	-6%	-$304K	1.68%	13
2024 Q3	$4.53M	Buy	91,663 +866	+1%	+$41.3K	1.76%	13
2024 Q2	$4.26M	Sell	90,797 -554	-0.6%	-$24.8K	1.98%	13
2024 Q1	$4.06M	Buy	+91,351	New	+$3.83M	1.94%	12

Other funds holding DYNF

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

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

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hoxton Planning & Management's DYNF Position: Q3 2026 in Review

Hoxton Planning & Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.8% in Q3 2026, buying an estimated $192K and bringing the position to 103,156 shares worth $7.14M. The position accounts for 1.82% of the portfolio, ranked #11.

Hoxton Planning & Management first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 239 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Hoxton Planning & Management held 103,156 shares of BlackRock US Equity Factor Rotation ETF worth $7.14M as of Q3 2026.
Hoxton Planning & Management bought 2,789 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $192K.
BlackRock US Equity Factor Rotation ETF made up 1.82% of Hoxton Planning & Management's portfolio in Q3 2026, its #11 holding.
Hoxton Planning & Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
239 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.