Vision Retirement’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Vision Retirement’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	$2.09M	Buy	30,709 +4,157	+16%	+$270K	0.5%	37
2026 Q1	$1.54M	Sell	26,552 -3,939	-13%	-$238K	0.44%	41
2025 Q4	$1.85M	Buy	+30,491	New	+$1.83M	0.5%	39

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Vision Retirement's DYNF Position: Q2 2026 in Review

Vision Retirement increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 16% in Q2 2026, buying an estimated $270K and bringing the position to 30,709 shares worth $2.09M. The position accounts for 0.5% of the portfolio, ranked #37.

Vision Retirement first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Vision Retirement held 30,709 shares of BlackRock US Equity Factor Rotation ETF worth $2.09M as of Q2 2026.
Vision Retirement bought 4,157 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $270K.
BlackRock US Equity Factor Rotation ETF made up 0.5% of Vision Retirement's portfolio in Q2 2026, its #37 holding.
Vision Retirement first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
856 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.