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

WJ 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	$7.48M	Buy	108,021 +1,969	+2%	+$135K	3.04%	11
2026 Q2	$7.21M	Buy	106,052 +97,607	+1,156%	+$6.35M	2.85%	13
2026 Q1	$491K	Sell	8,445 -155	-2%	-$9.38K	0.23%	53
2025 Q4	$523K	Buy	8,600 +42	+0.5%	+$2.53K	0.23%	51
2025 Q3	$521K	Sell	8,558 -49,838	-85%	-$2.83M	0.23%	51
2025 Q2	$3.18M	Sell	58,396 -174,360	-75%	-$8.75M	1%	28
2025 Q1	$11.3M	Sell	232,756 -3,529	-1%	-$181K	4.01%	9
2024 Q4	$12.1M	Buy	236,285 +7,429	+3%	+$382K	4.17%	8
2024 Q3	$11.3M	Buy	+228,856	New	+$10.9M	3.99%	10

Other funds holding DYNF

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

WJ Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.9% in Q3 2026, buying an estimated $135K and bringing the position to 108,021 shares worth $7.48M. The position accounts for 3.04% of the portfolio, ranked #11.

WJ Wealth Management first reported a position in DYNF in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.1M in Q4 2024. 525 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

WJ Wealth Management held 108,021 shares of BlackRock US Equity Factor Rotation ETF worth $7.48M as of Q3 2026.
WJ Wealth Management bought 1,969 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $135K.
BlackRock US Equity Factor Rotation ETF made up 3.04% of WJ Wealth Management's portfolio in Q3 2026, its #11 holding.
WJ Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 9 quarters since.
WJ Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $12.1M in Q4 2024.
525 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.