Retirement Wealth Solutions’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Retirement Wealth Solutions’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	$8.59M	Buy	124,074 +9,377	+8%	+$645K	4.54%	4
2026 Q2	$7.8M	Buy	114,697 +9,066	+9%	+$590K	4.3%	4
2026 Q1	$6.15M	Buy	105,631 +2,908	+3%	+$176K	3.87%	5
2025 Q4	$6.25M	Buy	102,723 +2,536	+3%	+$153K	3.95%	5
2025 Q3	$5.93M	Buy	100,187 +23,384	+30%	+$1.33M	3.9%	6
2025 Q2	$4.18M	Buy	76,803 +3,937	+5%	+$198K	3.05%	7
2025 Q1	$3.55M	Buy	72,866 +11,508	+19%	+$591K	2.87%	7
2024 Q4	$3.11M	Buy	+61,358	New	+$3.16M	2.63%	8

Other funds holding DYNF

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Retirement Wealth Solutions's DYNF Position: Q3 2026 in Review

Retirement Wealth Solutions increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 8.2% in Q3 2026, buying an estimated $645K and bringing the position to 124,074 shares worth $8.59M. The position accounts for 4.54% of the portfolio, ranked #4.

Retirement Wealth Solutions first reported a position in DYNF in Q4 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Retirement Wealth Solutions held 124,074 shares of BlackRock US Equity Factor Rotation ETF worth $8.59M as of Q3 2026.
Retirement Wealth Solutions bought 9,377 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $645K.
BlackRock US Equity Factor Rotation ETF made up 4.54% of Retirement Wealth Solutions's portfolio in Q3 2026, its #4 holding.
Retirement Wealth Solutions first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 8 quarters since.
299 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.