AssetMark Inc
ADFI

AssetMark Inc’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

AssetMark Inc’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-216
Closed -$1.84K – 3003
2025
Q1 		$1.84K Buy
+216
New +$1.83K ﹤0.01% 2188

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AssetMark Inc's ADFI Position: Q2 2025 in Review

AssetMark Inc sold out of Anfield Dynamic Fixed Income ETF (ADFI) in Q2 2025, closing a stake of 216 shares — an estimated $1.84K sold.

AssetMark Inc first reported a position in ADFI in Q1 2025 and held it in 1 quarter. The position peaked at $1.84K in Q1 2025. 14 funds tracked by Wall St. Rank hold ADFI as of Q2 2025.

  • AssetMark Inc reported no remaining Anfield Dynamic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 216 Anfield Dynamic Fixed Income ETF shares in Q2 2025, an estimated $1.84K.
  • AssetMark Inc first reported a position in Anfield Dynamic Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • AssetMark Inc's Anfield Dynamic Fixed Income ETF position peaked at $1.84K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.