VSM Wealth Advisory’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

VSM Wealth Advisory’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	$28.6K	Hold	421	–	–	0.01%	271
2026 Q1	$24.5K	Hold	421	–	–	0.01%	274
2025 Q4	$25.6K	Hold	421	–	–	0.01%	246
2025 Q3	$24.9K	Hold	421	–	–	0.01%	260
2025 Q2	$22.9K	Hold	421	–	–	0.01%	292
2025 Q1	$20.5K	Hold	421	–	–	0.01%	276
2024 Q4	$21.6K	Buy	+421	New	+$21.7K	0.01%	267

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

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

VSM Wealth Advisory's DYNF Position: Q2 2026 in Review

VSM Wealth Advisory held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q2 2026 at 421 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #271.

VSM Wealth Advisory first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

VSM Wealth Advisory held 421 shares of BlackRock US Equity Factor Rotation ETF worth $28.6K as of Q2 2026.
VSM Wealth Advisory left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #271 holding.
VSM Wealth Advisory first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.