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

RCS Financial 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	$1.1M	Sell	15,945 -1,417	-8%	-$97.5K	0.6%	32
2026 Q2	$1.18M	Sell	17,362 -795	-4%	-$51.7K	0.56%	30
2026 Q1	$1.06M	Sell	18,157 -68,513	-79%	-$4.15M	0.55%	30
2025 Q4	$5.27M	Buy	86,670 +6,385	+8%	+$384K	2.27%	12
2025 Q3	$4.75M	Buy	80,285 +19,023	+31%	+$1.08M	2.1%	13
2025 Q2	$3.34M	Buy	61,262 +3,669	+6%	+$184K	1.66%	16
2025 Q1	$2.81M	Buy	57,593 +4,396	+8%	+$226K	1.48%	18
2024 Q4	$2.73M	Sell	53,197 -184	-0.3%	-$9.47K	1.45%	19
2024 Q3	$2.64M	Buy	53,381 +1,809	+4%	+$86.2K	1.47%	16
2024 Q2	$2.42M	Buy	51,572 +13,117	+34%	+$587K	1.43%	17
2024 Q1	$1.71M	Buy	+38,455	New	+$1.61M	1.05%	22

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

RCS Financial Planning's DYNF Position: Q3 2026 in Review

RCS Financial Planning reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 8.2% in Q3 2026, selling an estimated $97.5K and leaving 15,945 shares worth $1.1M. The position accounts for 0.6% of the portfolio, ranked #32.

RCS Financial Planning first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.27M in Q4 2025. 649 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

RCS Financial Planning held 15,945 shares of BlackRock US Equity Factor Rotation ETF worth $1.1M as of Q3 2026.
RCS Financial Planning sold 1,417 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $97.5K.
BlackRock US Equity Factor Rotation ETF made up 0.6% of RCS Financial Planning's portfolio in Q3 2026, its #32 holding.
RCS Financial Planning first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
RCS Financial Planning's BlackRock US Equity Factor Rotation ETF position peaked at $5.27M in Q4 2025.
649 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.