XY Planning Network’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

XY Planning Network’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	$6.19M	Buy	89,308 +12,079	+16%	+$831K	0.67%	37
2026 Q2	$5.25M	Sell	77,229 -228	-0.3%	-$14.8K	0.66%	37
2026 Q1	$4.55M	Buy	77,457 +16,235	+27%	+$983K	0.73%	33
2025 Q4	$3.72M	Buy	+61,222	New	+$3.68M	0.65%	34

Other funds holding DYNF

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

XY Planning Network's DYNF Position: Q3 2026 in Review

XY Planning Network increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 16% in Q3 2026, buying an estimated $831K and bringing the position to 89,308 shares worth $6.19M. The position accounts for 0.67% of the portfolio, ranked #37.

XY Planning Network first reported a position in DYNF in Q4 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

XY Planning Network held 89,308 shares of BlackRock US Equity Factor Rotation ETF worth $6.19M as of Q3 2026.
XY Planning Network bought 12,079 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $831K.
BlackRock US Equity Factor Rotation ETF made up 0.67% of XY Planning Network's portfolio in Q3 2026, its #37 holding.
XY Planning Network first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 4 quarters since.
311 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.