The Wealth Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

The Wealth Group’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	$30.7M	Buy	439,142 +14,098	+3%	+$970K	5.69%	6
2026 Q2	$28.9M	Buy	425,044 +26,748	+7%	+$1.74M	5.53%	6
2026 Q1	$23.2M	Buy	398,296 +25,563	+7%	+$1.55M	5.28%	6
2025 Q4	$22.7M	Buy	372,733 +106,188	+40%	+$6.39M	5.07%	6
2025 Q3	$15.8M	Buy	266,545 +115,491	+76%	+$6.55M	3.65%	8
2025 Q2	$8.23M	Buy	151,054 +119,495	+379%	+$6M	2.09%	11
2025 Q1	$1.54M	Buy	+31,559	New	+$1.62M	0.45%	25

Other funds holding DYNF

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

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

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

The Wealth Group's DYNF Position: Q3 2026 in Review

The Wealth Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.3% in Q3 2026, buying an estimated $970K and bringing the position to 439,142 shares worth $30.7M. The position accounts for 5.69% of the portfolio, ranked #6.

The Wealth Group first reported a position in DYNF in Q1 2025 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

The Wealth Group held 439,142 shares of BlackRock US Equity Factor Rotation ETF worth $30.7M as of Q3 2026.
The Wealth Group bought 14,098 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $970K.
BlackRock US Equity Factor Rotation ETF made up 5.69% of The Wealth Group's portfolio in Q3 2026, its #6 holding.
The Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 7 quarters since.
210 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

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