Shared Vision Wealth Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Shared Vision Wealth 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 Q2	$8.23M	Sell	121,023 -1,998	-2%	-$130K	2.83%	5
2026 Q1	$7.16M	Sell	123,021 -12,157	-9%	-$736K	2.92%	7
2025 Q4	$8.28M	Sell	135,178 -560	-0.4%	-$33.7K	3.35%	5
2025 Q3	$8.02M	Buy	135,738 +13,978	+11%	+$793K	3.39%	4
2025 Q2	$6.82M	Buy	121,760 +1,099	+0.9%	+$55.1K	3.41%	5
2025 Q1	$5.88M	Buy	120,661 +1,867	+2%	+$96K	3.21%	5
2024 Q4	$6.09M	Sell	118,794 -1,970	-2%	-$101K	3.2%	7
2024 Q3	$5.97M	Buy	120,764 +3,919	+3%	+$187K	3.19%	7
2024 Q2	$5.48M	Buy	116,845 +14,627	+14%	+$654K	3.19%	7
2024 Q1	$4.54M	Buy	+102,218	New	+$4.29M	2.83%	6

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Shared Vision Wealth Group's DYNF Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.6% in Q2 2026, selling an estimated $130K and leaving 121,023 shares worth $8.23M. The position accounts for 2.83% of the portfolio, ranked #5.

Shared Vision Wealth Group first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.28M in Q4 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Shared Vision Wealth Group held 121,023 shares of BlackRock US Equity Factor Rotation ETF worth $8.23M as of Q2 2026.
Shared Vision Wealth Group sold 1,998 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $130K.
BlackRock US Equity Factor Rotation ETF made up 2.83% of Shared Vision Wealth Group's portfolio in Q2 2026, its #5 holding.
Shared Vision Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Shared Vision Wealth Group's BlackRock US Equity Factor Rotation ETF position peaked at $8.28M in Q4 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.