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Prosperity Planning’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Prosperity 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 		$249K Sell
3,588
-189
-5% -$13K 0.06% 110
2026
Q2 		$257K Sell
3,777
-171
-4% -$11.1K 0.06% 105
2026
Q1 		$230K Sell
3,948
-1,171
-23% -$70.9K 0.06% 104
2025
Q4 		$311K Sell
5,119
-206
-4% -$12.4K 0.08% 95
2025
Q3 		$315K Buy
5,325
+881
+20% +$50K 0.09% 94
2025
Q2 		$242K Sell
4,444
-18
-0.4% -$903 0.07% 101
2025
Q1 		$218K Buy
4,462
+11
+0.2% +$565 0.07% 100
2024
Q4 		$228K Sell
4,451
-278
-6% -$14.3K 0.07% 99
2024
Q3 		$234K Sell
4,729
-101
-2% -$4.81K 0.07% 100
2024
Q2 		$227K Sell
4,830
-203
-4% -$9.08K 0.08% 94
2024
Q1 		$223K Buy
+5,033
New +$211K 0.08% 91

Other funds holding DYNF

EB
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
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
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
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Prosperity Planning's DYNF Position: Q3 2026 in Review

Prosperity Planning reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5% in Q3 2026, selling an estimated $13K and leaving 3,588 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #110.

Prosperity Planning first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. The position peaked at $315K in Q3 2025. 44 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Prosperity Planning held 3,588 shares of BlackRock US Equity Factor Rotation ETF worth $249K as of Q3 2026.
  • Prosperity Planning sold 189 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $13K.
  • BlackRock US Equity Factor Rotation ETF made up 0.06% of Prosperity Planning's portfolio in Q3 2026, its #110 holding.
  • Prosperity Planning first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
  • Prosperity Planning's BlackRock US Equity Factor Rotation ETF position peaked at $315K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.