Simon Quick Advisors
DYNF icon

Simon Quick Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Simon Quick Advisors’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 		$412K Hold
5,953
– – 0.02% 313
2026
Q2 		$405K Buy
+5,953
New +$387K 0.02% 293

Other funds holding DYNF

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Simon Quick Advisors's DYNF Position: Q3 2026 in Review

Simon Quick Advisors held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q3 2026 at 5,953 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #313.

Simon Quick Advisors first reported a position in DYNF in Q2 2026 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Simon Quick Advisors held 5,953 shares of BlackRock US Equity Factor Rotation ETF worth $412K as of Q3 2026.
  • Simon Quick Advisors left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q3 2026.
  • BlackRock US Equity Factor Rotation ETF made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #313 holding.
  • Simon Quick Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2026 and has held it in 2 quarters since.
  • 367 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.