Quotient Wealth Partners
DYNF icon

Quotient Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Quotient Wealth Partners’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 		$3.3M Buy
47,715
+5,264
+12% +$362K 0.08% 72
2026
Q2 		$2.89M Buy
42,451
+1,527
+4% +$99.3K 0.07% 73
2026
Q1 		$2.38M Sell
40,924
-382
-0.9% -$23.1K 0.06% 77
2025
Q4 		$2.51M Buy
41,306
+1,454
+4% +$87.4K 0.07% 73
2025
Q3 		$2.36M Buy
39,852
+1,631
+4% +$92.5K 0.06% 75
2025
Q2 		$2.08M Buy
38,221
+4,398
+13% +$221K 0.06% 75
2025
Q1 		$1.65M Buy
33,823
+1,807
+6% +$92.9K 0.05% 83
2024
Q4 		$1.64M Buy
32,016
+2,139
+7% +$110K 0.05% 77
2024
Q3 		$1.48M Buy
29,877
+14,751
+98% +$703K 0.05% 79
2024
Q2 		$710K Buy
15,126
+10,362
+218% +$464K 0.02% 129
2024
Q1 		$212K Buy
+4,764
New +$200K 0.01% 286

Other funds holding DYNF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Quotient Wealth Partners's DYNF Position: Q3 2026 in Review

Quotient Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 12% in Q3 2026, buying an estimated $362K and bringing the position to 47,715 shares worth $3.3M. The position accounts for 0.08% of the portfolio, ranked #72.

Quotient Wealth Partners first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 851 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Quotient Wealth Partners held 47,715 shares of BlackRock US Equity Factor Rotation ETF worth $3.3M as of Q3 2026.
  • Quotient Wealth Partners bought 5,264 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $362K.
  • BlackRock US Equity Factor Rotation ETF made up 0.08% of Quotient Wealth Partners's portfolio in Q3 2026, its #72 holding.
  • Quotient Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
  • 851 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Quotient Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.