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DYFI icon

Palladiem’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

Palladiem’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 		$5.81M Buy
255,139
+29
+0% +$661 5.63% 5
2026
Q1 		$5.84M Sell
255,110
-1,217
-0.5% -$28.1K 5.57% 6
2025
Q4 		$5.92M Buy
+256,327
New +$5.95M 5.61% 8

Other funds holding DYFI

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 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
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

Palladiem's DYFI Position: Q2 2026 in Review

Palladiem increased its IDX Dynamic Fixed Income ETF (DYFI) stake by 0.01% in Q2 2026, buying an estimated $661 and bringing the position to 255,139 shares worth $5.81M. The position accounts for 5.63% of the portfolio, ranked #5.

Palladiem first reported a position in DYFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.92M in Q4 2025. 18 funds tracked by Wall St. Rank hold DYFI as of Q2 2026.

  • Palladiem held 255,139 shares of IDX Dynamic Fixed Income ETF worth $5.81M as of Q2 2026.
  • Palladiem bought 29 IDX Dynamic Fixed Income ETF shares in Q2 2026, an estimated $661.
  • IDX Dynamic Fixed Income ETF made up 5.63% of Palladiem's portfolio in Q2 2026, its #5 holding.
  • Palladiem first reported a position in IDX Dynamic Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Palladiem's IDX Dynamic Fixed Income ETF position peaked at $5.92M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.