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Meriwether Wealth & Planning’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Meriwether Wealth & Planning’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 		$9.04M Buy
130,521
+8,187
+7% +$563K 4.08% 5
2026
Q2 		$8.32M Buy
+122,334
New +$7.96M 4.12% 5

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

Meriwether Wealth & Planning's DYNF Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.7% in Q3 2026, buying an estimated $563K and bringing the position to 130,521 shares worth $9.04M. The position accounts for 4.08% of the portfolio, ranked #5.

Meriwether Wealth & Planning first reported a position in DYNF in Q2 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Meriwether Wealth & Planning held 130,521 shares of BlackRock US Equity Factor Rotation ETF worth $9.04M as of Q3 2026.
  • Meriwether Wealth & Planning bought 8,187 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $563K.
  • BlackRock US Equity Factor Rotation ETF made up 4.08% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #5 holding.
  • Meriwether Wealth & Planning first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.