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 Q2	$86.5M	Buy	1,272,182 +795,430	+167%	+$51.7M	0.98%	14
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 Chicago, Illinois $424B AUM 22.9% 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

Vise Technologies's DYNF Position: Q2 2026 in Review

Vise Technologies increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 167% in Q2 2026, buying an estimated $51.7M and bringing the position to 1,272,182 shares worth $86.5M. The position accounts for 0.98% of the portfolio, ranked #14.

Vise Technologies first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Vise Technologies held 1,272,182 shares of BlackRock US Equity Factor Rotation ETF worth $86.5M as of Q2 2026.
Vise Technologies bought 795,430 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $51.7M.
BlackRock US Equity Factor Rotation ETF made up 0.98% of Vise Technologies's portfolio in Q2 2026, its #14 holding.
Vise Technologies first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.