World Equity Group
DYNF icon

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

World Equity 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 		$524K Sell
7,564
-11,981
-61% -$824K 0.22% 101
2026
Q2 		$1.33M Sell
19,545
-474
-2% -$30.8K 0.3% 76
2026
Q1 		$1.16M Sell
20,019
-3,848
-16% -$233K 0.3% 71
2025
Q4 		$1.45M Sell
23,867
-8,660
-27% -$521K 0.41% 49
2025
Q3 		$1.93M Buy
32,527
+12,888
+66% +$731K 0.44% 48
2025
Q2 		$1.07M Sell
19,639
-6,164
-24% -$309K 0.29% 74
2025
Q1 		$1.26M Buy
25,803
+7,150
+38% +$367K 0.36% 65
2024
Q4 		$956K Buy
18,653
+7,659
+70% +$394K 0.21% 106
2024
Q3 		$544K Buy
10,994
+1,269
+13% +$60.5K 0.2% 117
2024
Q2 		$457K Buy
9,725
+612
+7% +$27.4K 0.14% 164
2024
Q1 		$405K Buy
+9,113
New +$382K 0.08% 207

Other funds holding DYNF

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
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

World Equity Group's DYNF Position: Q3 2026 in Review

World Equity Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 61% in Q3 2026, selling an estimated $824K and leaving 7,564 shares worth $524K. The position accounts for 0.22% of the portfolio, ranked #101.

World Equity Group first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.93M in Q3 2025. 262 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • World Equity Group held 7,564 shares of BlackRock US Equity Factor Rotation ETF worth $524K as of Q3 2026.
  • World Equity Group sold 11,981 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $824K.
  • BlackRock US Equity Factor Rotation ETF made up 0.22% of World Equity Group's portfolio in Q3 2026, its #101 holding.
  • World Equity Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
  • World Equity Group's BlackRock US Equity Factor Rotation ETF position peaked at $1.93M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

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