Private Client Services’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Private Client Services’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	$4.01M	Buy	57,882 +2,785	+5%	+$192K	1.08%	20
2026 Q2	$3.75M	Buy	55,097 +4,818	+10%	+$313K	0.98%	20
2026 Q1	$2.93M	Buy	50,279 +442	+0.9%	+$26.8K	0.87%	31
2025 Q4	$3.03M	Buy	49,837 +3,090	+7%	+$186K	0.95%	27
2025 Q3	$2.77M	Buy	46,747 +4,675	+11%	+$265K	0.93%	28
2025 Q2	$2.29M	Buy	42,072 +4,090	+11%	+$205K	0.89%	34
2025 Q1	$1.85M	Buy	37,982 +28,982	+322%	+$1.49M	0.92%	31
2024 Q4	$461K	Buy	+9,000	New	+$463K	0.25%	89

Other funds holding DYNF

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Private Client Services's DYNF Position: Q3 2026 in Review

Private Client Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.1% in Q3 2026, buying an estimated $192K and bringing the position to 57,882 shares worth $4.01M. The position accounts for 1.08% of the portfolio, ranked #20.

Private Client Services first reported a position in DYNF in Q4 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Private Client Services held 57,882 shares of BlackRock US Equity Factor Rotation ETF worth $4.01M as of Q3 2026.
Private Client Services bought 2,785 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $192K.
BlackRock US Equity Factor Rotation ETF made up 1.08% of Private Client Services's portfolio in Q3 2026, its #20 holding.
Private Client Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 8 quarters since.
68 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.