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Atomi Financial Group’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Atomi Financial Group’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 		$11.3M Buy
496,108
+69,159
+16% +$1.58M 0.29% 68
2026
Q1 		$9.71M Sell
426,949
-45,947
-10% -$1.06M 0.3% 66
2025
Q4 		$10.9M Sell
472,896
-64,138
-12% -$1.49M 0.32% 55
2025
Q3 		$12.5M Buy
537,034
+19,710
+4% +$458K 0.4% 48
2025
Q2 		$12M Buy
517,324
+48,718
+10% +$1.12M 0.45% 43
2025
Q1 		$10.8M Buy
468,606
+75,163
+19% +$1.75M 0.49% 43
2024
Q4 		$9.16M Buy
393,443
+139,447
+55% +$3.29M 0.46% 43
2024
Q3 		$6.08M Sell
253,996
-126,375
-33% -$3.01M 0.38% 48
2024
Q2 		$9.07M Buy
380,371
+116,539
+44% +$2.83M 0.67% 32
2024
Q1 		$6.57M Buy
+263,832
New +$6.58M 0.61% 29

Other funds holding DYFI

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
IPWA
International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Atomi Financial Group's DYFI Position: Q2 2026 in Review

Atomi Financial Group increased its IDX Dynamic Fixed Income ETF (DYFI) stake by 16% in Q2 2026, buying an estimated $1.58M and bringing the position to 496,108 shares worth $11.3M. The position accounts for 0.29% of the portfolio, ranked #68.

Atomi Financial Group first reported a position in DYFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.5M in Q3 2025. 18 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

  • Atomi Financial Group held 496,108 shares of IDX Dynamic Fixed Income ETF worth $11.3M as of Q2 2026.
  • Atomi Financial Group bought 69,159 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $1.58M.
  • IDX Dynamic Fixed Income ETF made up 0.29% of Atomi Financial Group's portfolio in Q2 2026, its #68 holding.
  • Atomi Financial Group first reported a position in IDX Dynamic Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's IDX Dynamic Fixed Income ETF position peaked at $12.5M in Q3 2025.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.