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

West 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	$48.2M	Buy	696,279 +19,653	+3%	+$1.35M	7.48%	5
2026 Q2	$46M	Buy	676,626 +27,420	+4%	+$1.78M	7.53%	5
2026 Q1	$37.8M	Sell	649,206 -27,966	-4%	-$1.69M	7.46%	5
2025 Q4	$41.2M	Buy	677,172 +53,829	+9%	+$3.24M	8.54%	3
2025 Q3	$36.8M	Buy	623,343 +95,432	+18%	+$5.41M	8.29%	3
2025 Q2	$29.6M	Buy	527,911 +25,801	+5%	+$1.29M	7.35%	4
2025 Q1	$24.6M	Buy	502,110 +18,741	+4%	+$963K	7.26%	3
2024 Q4	$24.8M	Buy	483,369 +27,049	+6%	+$1.39M	7.39%	4
2024 Q3	$22.6M	Buy	456,320 +24,040	+6%	+$1.15M	7.32%	4
2024 Q2	$20.3M	Buy	432,280 +101,943	+31%	+$4.56M	7.17%	4
2024 Q1	$14.7M	Buy	+330,337	New	+$13.9M	5.43%	5

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

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

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

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

West Wealth Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.9% in Q3 2026, buying an estimated $1.35M and bringing the position to 696,279 shares worth $48.2M. The position accounts for 7.48% of the portfolio, ranked #5.

West Wealth Group first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 239 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

West Wealth Group held 696,279 shares of BlackRock US Equity Factor Rotation ETF worth $48.2M as of Q3 2026.
West Wealth Group bought 19,653 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $1.35M.
BlackRock US Equity Factor Rotation ETF made up 7.48% of West Wealth Group's portfolio in Q3 2026, its #5 holding.
West Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
239 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.