AE Wealth Management
DYFI icon

AE Wealth Management’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

AE Wealth Management’s Portfolio DYFI Stock Details DYFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.12K Sell
93
-296
-76% -$6.75K ﹤0.01% 2547
2026
Q1 		$8.84K Hold
389
– – ﹤0.01% 2294
2025
Q4 		$8.97K Hold
389
– – ﹤0.01% 2150
2025
Q3 		$9.07K Buy
+389
New +$9.04K ﹤0.01% 2008

Other funds holding DYFI

Faithward Advisors
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Blueprint Financial Advisors
Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
Palladiem
Palladiem Bryn Mawr, Pennsylvania $103M AUM
WealthTrak Capital Management
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
International Private Wealth Advisors
International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

AE Wealth Management reduced its IDX Dynamic Fixed Income ETF (DYFI) stake by 76% in Q2 2026, selling an estimated $6.75K and leaving 93 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

AE Wealth Management first reported a position in DYFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.07K in Q3 2025. 18 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

  • AE Wealth Management held 93 shares of IDX Dynamic Fixed Income ETF worth $2.12K as of Q2 2026.
  • AE Wealth Management sold 296 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $6.75K.
  • IDX Dynamic Fixed Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2547 holding.
  • AE Wealth Management first reported a position in IDX Dynamic Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's IDX Dynamic Fixed Income ETF position peaked at $9.07K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

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