AssetMark Inc
DYTA icon

AssetMark Inc’s SGI Dynamic Tactical ETF DYTA Stock Holding History

AssetMark Inc’s Portfolio DYTA Stock Details DYTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-371
Closed -$10.3K – 2657
2024
Q4 		$10.3K Sell
371
-371
-50% -$11.6K ﹤0.01% 1785
2024
Q3 		$23K Buy
+742
New +$22.4K ﹤0.01% 1470

Other funds holding DYTA

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

AssetMark Inc's DYTA Position: Q1 2025 in Review

AssetMark Inc sold out of SGI Dynamic Tactical ETF (DYTA) in Q1 2025, closing a stake of 371 shares — an estimated $10.3K sold.

AssetMark Inc first reported a position in DYTA in Q3 2024 and held it in 2 quarters. The position peaked at $23K in Q3 2024. 6 funds tracked by Wall St. Rank hold DYTA as of Q1 2025.

  • AssetMark Inc reported no remaining SGI Dynamic Tactical ETF position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 371 SGI Dynamic Tactical ETF shares in Q1 2025, an estimated $10.3K.
  • AssetMark Inc first reported a position in SGI Dynamic Tactical ETF in Q3 2024 and held it in 2 quarters.
  • AssetMark Inc's SGI Dynamic Tactical ETF position peaked at $23K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.