MWM
DYNI

Modern Wealth Management’s IDX Dynamic Innovation ETF DYNI Stock Holding History

Modern Wealth Management’s Portfolio DYNI Stock Details DYNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-107,704
Closed -$3.02M – 681
2024
Q4 		$3.02M Sell
107,704
-243,339
-69% -$6.82M 0.11% 150
2024
Q3 		$9.86M Buy
351,043
+2,975
+0.9% +$83.5K 0.6% 35
2024
Q2 		$10M Buy
+348,068
New +$10M 0.74% 28