Western Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Western Wealth Management’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	$8.42M	Sell	121,526 -4,363	-3%	-$300K	0.27%	71
2026 Q2	$8.56M	Buy	125,889 +95,369	+312%	+$6.2M	0.28%	67
2026 Q1	$1.78M	Buy	30,520 +10,064	+49%	+$609K	0.07%	298
2025 Q4	$1.24M	Buy	20,456 +2,046	+11%	+$123K	0.06%	300
2025 Q3	$1.09M	Buy	18,410 +1,595	+9%	+$90.5K	0.06%	289
2025 Q2	$916K	Buy	16,815 +1,601	+11%	+$80.3K	0.05%	295
2025 Q1	$742K	Sell	15,214 -7,388	-33%	-$380K	0.05%	303
2024 Q4	$1.16M	Buy	22,602 +3,943	+21%	+$203K	0.06%	279
2024 Q3	$923K	Buy	18,659 +11,952	+178%	+$569K	0.05%	331
2024 Q2	$315K	Buy	+6,707	New	+$300K	0.02%	482

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

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

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Western Wealth Management's DYNF Position: Q3 2026 in Review

Western Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.5% in Q3 2026, selling an estimated $300K and leaving 121,526 shares worth $8.42M. The position accounts for 0.27% of the portfolio, ranked #71.

Western Wealth Management first reported a position in DYNF in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.56M in Q2 2026. 623 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Western Wealth Management held 121,526 shares of BlackRock US Equity Factor Rotation ETF worth $8.42M as of Q3 2026.
Western Wealth Management sold 4,363 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $300K.
BlackRock US Equity Factor Rotation ETF made up 0.27% of Western Wealth Management's portfolio in Q3 2026, its #71 holding.
Western Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 10 quarters since.
Western Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $8.56M in Q2 2026.
623 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.