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Vermillion & White Wealth Management Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Vermillion & White Wealth Management 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
Q1 		– Sell
-10,649
Closed -$546K – 534
2024
Q4 		$546K Buy
10,649
+7,309
+219% +$376K 0.4% 38
2024
Q3 		$165K Buy
3,340
+2,371
+245% +$113K 0.12% 67
2024
Q2 		$45.5K Buy
969
+628
+184% +$28.1K 0.03% 133
2024
Q1 		$15.1K Buy
+341
New +$14.3K 0.01% 191

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vermillion & White Wealth Management Group's DYNF Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2025, closing a stake of 10,649 shares — an estimated $546K sold.

Vermillion & White Wealth Management Group first reported a position in DYNF in Q1 2024 and held it in 4 quarters. The position peaked at $546K in Q4 2024. 557 funds tracked by Wall St. Rank hold DYNF as of Q1 2025.

  • Vermillion & White Wealth Management Group reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 10,649 BlackRock US Equity Factor Rotation ETF shares in Q1 2025, an estimated $546K.
  • Vermillion & White Wealth Management Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's BlackRock US Equity Factor Rotation ETF position peaked at $546K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.