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Atria Wealth Solutions’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-55,507
Closed -$1.28M – 1572
2025
Q1 		$1.28M Sell
55,507
-3,211
-5% -$74.8K 0.02% 793
2024
Q4 		$1.37M Sell
58,718
-13,397
-19% -$316K 0.01% 799
2024
Q3 		$1.73M Sell
72,115
-94,416
-57% -$2.25M 0.02% 690
2024
Q2 		$3.97M Sell
166,531
-208,527
-56% -$5.06M 0.04% 396
2024
Q1 		$9.34M Buy
+375,058
New +$9.35M 0.11% 205

Other funds holding DYFI

AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
IPWA
International Private Wealth Advisors San Diego, California $194M AUM 19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Wealth Solutions's DYFI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of IDX Dynamic Fixed Income ETF (DYFI) in Q2 2025, closing a stake of 55,507 shares — an estimated $1.28M sold.

Atria Wealth Solutions first reported a position in DYFI in Q1 2024 and held it in 5 quarters. The position peaked at $9.34M in Q1 2024. 16 funds tracked by Wall St. Rank hold DYFI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining IDX Dynamic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 55,507 IDX Dynamic Fixed Income ETF shares in Q2 2025, an estimated $1.28M.
  • Atria Wealth Solutions first reported a position in IDX Dynamic Fixed Income ETF in Q1 2024 and held it in 5 quarters.
  • Atria Wealth Solutions's IDX Dynamic Fixed Income ETF position peaked at $9.34M in Q1 2024.
  • 16 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.