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

Physician Wealth Advisors’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	$31.5M	Sell	454,394 -416	-0.1%	-$28.6K	3.62%	6
2026 Q2	$30.9M	Buy	454,810 +19,201	+4%	+$1.25M	3.69%	6
2026 Q1	$25.3M	Sell	435,609 -85,143	-16%	-$5.15M	3.53%	7
2025 Q4	$31.7M	Buy	520,752 +16,399	+3%	+$986K	4.41%	3
2025 Q3	$29.9M	Buy	504,353 +103,848	+26%	+$5.89M	4.25%	3
2025 Q2	$21.8M	Buy	400,505 +13,822	+4%	+$693K	3.43%	6
2025 Q1	$18.9M	Buy	386,683 +20,746	+6%	+$1.07M	3.25%	6
2024 Q4	$18.8M	Sell	365,937 -6,241	-2%	-$321K	3.17%	7
2024 Q3	$18.7M	Buy	372,178 +24,556	+7%	+$1.17M	3.38%	7
2024 Q2	$17M	Buy	347,622 +13,346	+4%	+$597K	3.12%	8
2024 Q1	$14.4M	Buy	+334,276	New	+$14M	3.03%	6

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Physician Wealth Advisors's DYNF Position: Q3 2026 in Review

Physician Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.09% in Q3 2026, selling an estimated $28.6K and leaving 454,394 shares worth $31.5M. The position accounts for 3.62% of the portfolio, ranked #6.

Physician Wealth Advisors first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. The position peaked at $31.7M in Q4 2025. 663 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Physician Wealth Advisors held 454,394 shares of BlackRock US Equity Factor Rotation ETF worth $31.5M as of Q3 2026.
Physician Wealth Advisors sold 416 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $28.6K.
BlackRock US Equity Factor Rotation ETF made up 3.62% of Physician Wealth Advisors's portfolio in Q3 2026, its #6 holding.
Physician Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
Physician Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $31.7M in Q4 2025.
663 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.