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AE Wealth Management’s Dyadic International DYAI Stock Holding History

AE Wealth Management’s Portfolio DYAI Stock Details DYAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.2K Hold
53,756
– – ﹤0.01% 2100
2026
Q1 		$44.1K Hold
53,756
– – ﹤0.01% 1987
2025
Q4 		$50.5K Hold
53,756
– – ﹤0.01% 1848
2025
Q3 		$63.4K Hold
53,756
– – ﹤0.01% 1673
2025
Q2 		$53.2K Hold
53,756
– – ﹤0.01% 1594
2025
Q1 		$72.6K Buy
53,756
+4,575
+9% +$6.89K ﹤0.01% 1511
2024
Q4 		$86.1K Buy
49,181
+30,081
+157% +$41.1K ﹤0.01% 1464
2024
Q3 		$19.9K Hold
19,100
– – ﹤0.01% 1229
2024
Q2 		$28.3K Hold
19,100
– – ﹤0.01% 1222
2024
Q1 		$31.9K Buy
19,100
+3,144
+20% +$4.63K ﹤0.01% 1135
2023
Q4 		$22K Hold
15,956
– – ﹤0.01% 2009
2023
Q3 		$30.6K Sell
15,956
-2,400
-13% -$4.47K ﹤0.01% 1897
2023
Q2 		$35.4K Buy
+18,356
New +$36.2K ﹤0.01% 1848

Other funds holding DYAI

CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

AE Wealth Management's DYAI Position: Q2 2026 in Review

AE Wealth Management held its Dyadic International (DYAI) position steady in Q2 2026 at 53,756 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

AE Wealth Management first reported a position in DYAI in Q2 2023 and has held it in 13 quarters since. The position peaked at $86.1K in Q4 2024. 13 funds tracked by Wall St. Rank hold DYAI as of Q2 2026.

  • AE Wealth Management held 53,756 shares of Dyadic International worth $48.2K as of Q2 2026.
  • AE Wealth Management left its Dyadic International share count unchanged in Q2 2026.
  • Dyadic International made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2100 holding.
  • AE Wealth Management first reported a position in Dyadic International in Q2 2023 and has held it in 13 quarters since.
  • AE Wealth Management's Dyadic International position peaked at $86.1K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Dyadic International as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.