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Lantz Financial’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Lantz Financial’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 		$9.18M Buy
132,571
+1,818
+1% +$125K 1.67% 13
2026
Q2 		$8.89M Buy
130,753
+2,518
+2% +$164K 1.63% 12
2026
Q1 		$7.46M Sell
128,235
-5,765
-4% -$349K 1.54% 13
2025
Q4 		$8.15M Buy
134,000
+8,065
+6% +$485K 1.72% 11
2025
Q3 		$7.46M Buy
125,935
+24,143
+24% +$1.37M 1.65% 13
2025
Q2 		$5.54M Buy
101,792
+2,791
+3% +$140K 1.38% 17
2025
Q1 		$4.83M Buy
99,001
+4,238
+4% +$218K 1.32% 16
2024
Q4 		$4.86M Sell
94,763
-8
-0% -$412 1.29% 17
2024
Q3 		$4.69M Buy
94,771
+2,181
+2% +$104K 1.27% 16
2024
Q2 		$4.35M Buy
92,590
+5,741
+7% +$257K 1.35% 14
2024
Q1 		$3.86M Buy
+86,849
New +$3.64M 1.24% 15

Other funds holding DYNF

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
West Wealth Group
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lantz Financial's DYNF Position: Q3 2026 in Review

Lantz Financial increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.4% in Q3 2026, buying an estimated $125K and bringing the position to 132,571 shares worth $9.18M. The position accounts for 1.67% of the portfolio, ranked #13.

Lantz Financial 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.

  • Lantz Financial held 132,571 shares of BlackRock US Equity Factor Rotation ETF worth $9.18M as of Q3 2026.
  • Lantz Financial bought 1,818 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $125K.
  • BlackRock US Equity Factor Rotation ETF made up 1.67% of Lantz Financial's portfolio in Q3 2026, its #13 holding.
  • Lantz Financial 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 Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.