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

Fulcrum Equity 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	$915K	Buy	13,456 +153	+1%	+$9.95K	0.67%	38
2026 Q1	$774K	Sell	13,303 -6,988	-34%	-$423K	0.75%	35
2025 Q4	$1.23M	Sell	20,291 -1,675	-8%	-$101K	1.18%	18
2025 Q3	$1.3M	Buy	21,966 +8,938	+69%	+$507K	1.32%	15
2025 Q2	$710K	Buy	13,028 +3	+0%	+$151	0.73%	39
2025 Q1	$635K	Sell	13,025 -230	-2%	-$11.8K	0.69%	41
2024 Q4	$679K	Sell	13,255 -302	-2%	-$15.5K	0.67%	51
2024 Q3	$671K	Sell	13,557 -1,327	-9%	-$63.2K	0.57%	53
2024 Q2	$699K	Sell	14,884 -14,589	-49%	-$653K	0.63%	52
2024 Q1	$1.31M	Sell	29,473 -413	-1%	-$17.3K	1.54%	14
2023 Q4	$1.18M	Buy	+29,886	New	+$1.1M	1.46%	17

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

Fulcrum Equity Management's DYNF Position: Q2 2026 in Review

Fulcrum Equity Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.2% in Q2 2026, buying an estimated $9.95K and bringing the position to 13,456 shares worth $915K. The position accounts for 0.67% of the portfolio, ranked #38.

Fulcrum Equity Management first reported a position in DYNF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2024. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Fulcrum Equity Management held 13,456 shares of BlackRock US Equity Factor Rotation ETF worth $915K as of Q2 2026.
Fulcrum Equity Management bought 153 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $9.95K.
BlackRock US Equity Factor Rotation ETF made up 0.67% of Fulcrum Equity Management's portfolio in Q2 2026, its #38 holding.
Fulcrum Equity Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2023 and has held it in 11 quarters since.
Fulcrum Equity Management's BlackRock US Equity Factor Rotation ETF position peaked at $1.31M in Q1 2024.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.