Plan Group Financial
DYNF icon

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

Plan Group 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 		$239K Sell
3,457
-746
-18% -$51.3K 0.05% 203
2026
Q2 		$286K Sell
4,203
-1,691
-29% -$110K 0.06% 180
2026
Q1 		$343K Buy
+5,894
New +$357K 0.08% 150

Other funds holding DYNF

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Plan Group Financial's DYNF Position: Q3 2026 in Review

Plan Group Financial reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 18% in Q3 2026, selling an estimated $51.3K and leaving 3,457 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #203.

Plan Group Financial first reported a position in DYNF in Q1 2026 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 343 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Plan Group Financial held 3,457 shares of BlackRock US Equity Factor Rotation ETF worth $239K as of Q3 2026.
  • Plan Group Financial sold 746 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $51.3K.
  • BlackRock US Equity Factor Rotation ETF made up 0.05% of Plan Group Financial's portfolio in Q3 2026, its #203 holding.
  • Plan Group Financial first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 3 quarters since.
  • Plan Group Financial's BlackRock US Equity Factor Rotation ETF position peaked at $343K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.