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Vise Technologies’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Vise Technologies’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 		$29M Hold
476,752
– – 0.57% 31
2025
Q4 		$29M Buy
476,752
+151,516
+47% +$9.11M 0.57% 31
2025
Q3 		$19.3M Buy
325,236
+302,720
+1,344% +$17.2M 0.72% 27
2025
Q2 		$1.23M Buy
+22,516
New +$1.13M 0.05% 386

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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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

Vise Technologies's DYNF Position: Q1 2026 in Review

Vise Technologies held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q1 2026 at 476,752 shares worth $29M. The position accounts for 0.57% of the portfolio, ranked #31.

Vise Technologies first reported a position in DYNF in Q2 2025 and has held it in 4 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Vise Technologies held 476,752 shares of BlackRock US Equity Factor Rotation ETF worth $29M as of Q1 2026.
  • Vise Technologies left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q1 2026.
  • BlackRock US Equity Factor Rotation ETF made up 0.57% of Vise Technologies's portfolio in Q1 2026, its #31 holding.
  • Vise Technologies first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 4 quarters since.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.