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Vigilare Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Vigilare Wealth Management’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 		$11.3M Sell
166,618
-49,916
-23% -$3.25M 3.47% 6
2026
Q1 		$12.6M Sell
216,534
-10,976
-5% -$664K 4.26% 4
2025
Q4 		$13.8M Buy
227,510
+84,965
+60% +$5.11M 4.65% 7
2025
Q3 		$8.44M Buy
+142,545
New +$8.09M 2.92% 8

Other funds holding DYNF

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Vigilare Wealth Management's DYNF Position: Q2 2026 in Review

Vigilare Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 23% in Q2 2026, selling an estimated $3.25M and leaving 166,618 shares worth $11.3M. The position accounts for 3.47% of the portfolio, ranked #6.

Vigilare Wealth Management first reported a position in DYNF in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.8M in Q4 2025. 173 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Vigilare Wealth Management held 166,618 shares of BlackRock US Equity Factor Rotation ETF worth $11.3M as of Q2 2026.
  • Vigilare Wealth Management sold 49,916 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $3.25M.
  • BlackRock US Equity Factor Rotation ETF made up 3.47% of Vigilare Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Vigilare Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 4 quarters since.
  • Vigilare Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $13.8M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.