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 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 $374B AUM 17.66% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Shared Vision Wealth Group's DYNF Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 9% in Q1 2026, selling an estimated $736K and leaving 123,021 shares worth $7.16M. The position accounts for 2.92% of the portfolio, ranked #7.

Shared Vision Wealth Group first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.28M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Shared Vision Wealth Group held 123,021 shares of BlackRock US Equity Factor Rotation ETF worth $7.16M as of Q1 2026.
Shared Vision Wealth Group sold 12,157 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $736K.
BlackRock US Equity Factor Rotation ETF made up 2.92% of Shared Vision Wealth Group's portfolio in Q1 2026, its #7 holding.
Shared Vision Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Shared Vision Wealth Group's BlackRock US Equity Factor Rotation ETF position peaked at $8.28M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.