MAM
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Milestone Asset Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Milestone Asset 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 		$5M Sell
72,206
-40,809
-36% -$2.81M 0.79% 39
2026
Q2 		$7.69M Sell
113,015
-2,553
-2% -$166K 1.21% 15
2026
Q1 		$6.72M Buy
+115,568
New +$7M 1.24% 12

Other funds holding DYNF

FWA
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
PCA
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
WWG
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
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Milestone Asset Management's DYNF Position: Q3 2026 in Review

Milestone Asset Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 36% in Q3 2026, selling an estimated $2.81M and leaving 72,206 shares worth $5M. The position accounts for 0.79% of the portfolio, ranked #39.

Milestone Asset Management first reported a position in DYNF in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.69M in Q2 2026. 145 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Milestone Asset Management held 72,206 shares of BlackRock US Equity Factor Rotation ETF worth $5M as of Q3 2026.
  • Milestone Asset Management sold 40,809 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $2.81M.
  • BlackRock US Equity Factor Rotation ETF made up 0.79% of Milestone Asset Management's portfolio in Q3 2026, its #39 holding.
  • Milestone Asset Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 3 quarters since.
  • Milestone Asset Management's BlackRock US Equity Factor Rotation ETF position peaked at $7.69M in Q2 2026.
  • 145 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.