Oliver Lagore Vanvalin Investment Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$508K	Buy	+10,428	New	+$523K	0.2%	93
2024 Q4	$542K	Sell	10,578 -718	-6%	-$37K	0.14%	86
2024 Q3	$559K	Sell	11,296 -1,035	-8%	-$49.3K	0.15%	84
2024 Q2	$579K	Sell	12,331 -448	-4%	-$20K	0.17%	78
2024 Q1	$567K	Buy	+12,779	New	+$536K	0.17%	85

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DYNF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2025: 10,428 shares worth $508K. The stake represents 0.2% of the portfolio and ranks #93 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DYNF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DYNF in Q1 2024 and has held it in 5 quarters since. The position peaked at $579K in Q2 2024. 600 funds tracked by Wall St. Rank hold DYNF as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 10,428 shares of BlackRock US Equity Factor Rotation ETF worth $508K as of Q2 2025.
BlackRock US Equity Factor Rotation ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
BlackRock US Equity Factor Rotation ETF made up 0.2% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #93 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 5 quarters since.
Oliver Lagore Vanvalin Investment Group's BlackRock US Equity Factor Rotation ETF position peaked at $579K in Q2 2024.
600 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.