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

KWB Wealth’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	$31M	Buy	448,281 +39	+0%	+$2.68K	2.65%	6
2026 Q2	$30.5M	Sell	448,242 -346,162	-44%	-$22.5M	2.61%	6
2026 Q1	$48.3M	Sell	794,404 -10,969	-1%	-$664K	4.78%	4
2025 Q4	$49M	Buy	805,373 +71,389	+10%	+$4.29M	4.64%	4
2025 Q3	$40M	Sell	733,984 -9,858	-1%	-$559K	4.42%	5
2025 Q2	$36.3M	Buy	743,842 +375,175	+102%	+$18.8M	4.41%	6
2025 Q1	$18.9M	Buy	368,667 +38,795	+12%	+$1.99M	2.28%	9
2024 Q4	$16.3M	Buy	329,872 +7,276	+2%	+$374K	2.02%	11
2024 Q3	$15.1M	Buy	322,596 +53,331	+20%	+$2.54M	1.97%	12
2024 Q2	$12M	Sell	269,265 -3,920	-1%	-$175K	1.64%	14
2024 Q1	$12.1M	Buy	+273,185	New	+$11.5M	1.63%	14

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

KWB Wealth's DYNF Position: Q3 2026 in Review

KWB Wealth increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.01% in Q3 2026, buying an estimated $2.68K and bringing the position to 448,281 shares worth $31M. The position accounts for 2.65% of the portfolio, ranked #6.

KWB Wealth first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. The position peaked at $49M in Q4 2025. 208 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

KWB Wealth held 448,281 shares of BlackRock US Equity Factor Rotation ETF worth $31M as of Q3 2026.
KWB Wealth bought 39 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $2.68K.
BlackRock US Equity Factor Rotation ETF made up 2.65% of KWB Wealth's portfolio in Q3 2026, its #6 holding.
KWB Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
KWB Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $49M in Q4 2025.
208 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.