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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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. 200 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.
200 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.