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

Simplicity Wealth’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
Q1 		– Sell
-168,777
Closed -$3.93M – 573
2024
Q4 		$3.93M Buy
168,777
+27,157
+19% +$641K 0.82% 24
2024
Q3 		$3.39M Buy
+141,620
New +$3.38M 0.31% 71

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
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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

Simplicity Wealth's DYFI Position: Q1 2025 in Review

Simplicity Wealth sold out of IDX Dynamic Fixed Income ETF (DYFI) in Q1 2025, closing a stake of 168,777 shares — an estimated $3.93M sold.

Simplicity Wealth first reported a position in DYFI in Q3 2024 and held it in 2 quarters. The position peaked at $3.93M in Q4 2024. 17 funds tracked by Wall St. Rank hold DYFI as of Q1 2025.

  • Simplicity Wealth reported no remaining IDX Dynamic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 168,777 IDX Dynamic Fixed Income ETF shares in Q1 2025, an estimated $3.93M.
  • Simplicity Wealth first reported a position in IDX Dynamic Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • Simplicity Wealth's IDX Dynamic Fixed Income ETF position peaked at $3.93M in Q4 2024.
  • 17 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.