Root Financial Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Root Financial 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	$93.9K	Buy	+1,356	New	+$93.3K	﹤0.01%	765
2026 Q2	–	Sell	-919	Closed	-$53.5K	–	1179
2026 Q1	$53.5K	Sell	919 -1,152	-56%	-$69.7K	﹤0.01%	856
2025 Q4	$126K	Buy	2,071 +1,339	+183%	+$80.5K	0.01%	392
2025 Q3	$43.3K	Buy	+732	New	+$41.5K	﹤0.01%	720

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners's DYNF Position: Q3 2026 in Review

Root Financial Partners opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2026: 1,356 shares worth $93.9K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DYNF as recently as Q1 2026.

Root Financial Partners first reported a position in DYNF in Q3 2025 and has held it in 4 quarters since. The position peaked at $126K in Q4 2025. 851 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Root Financial Partners held 1,356 shares of BlackRock US Equity Factor Rotation ETF worth $93.9K as of Q3 2026.
BlackRock US Equity Factor Rotation ETF was a new Root Financial Partners position in Q3 2026.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #765 holding.
Root Financial Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's BlackRock US Equity Factor Rotation ETF position peaked at $126K in Q4 2025.
851 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.