SW
DYNI

Simplicity Wealth’s IDX Dynamic Innovation ETF DYNI Stock Holding History

Simplicity Wealth’s Portfolio DYNI Stock Details DYNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-177,045
Closed -$4.96M – 574
2024
Q4 		$4.96M Sell
177,045
-6,621
-4% -$189K 1.03% 20
2024
Q3 		$5.16M Buy
183,666
+4,492
+3% +$126K 0.48% 46
2024
Q2 		$5.16M Buy
179,174
+30,013
+20% +$840K 0.12% 174
2024
Q1 		$4.37M Buy
+149,161
New +$4.16M 0.1% 195

Other funds holding DYNI

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return

Simplicity Wealth's DYNI Position: Q1 2025 in Review

Simplicity Wealth sold out of IDX Dynamic Innovation ETF (DYNI) in Q1 2025, closing a stake of 177,045 shares — an estimated $4.96M sold.

Simplicity Wealth first reported a position in DYNI in Q1 2024 and held it in 4 quarters. The position peaked at $5.16M in Q2 2024. 8 funds tracked by Wall St. Rank hold DYNI as of Q1 2025.

  • Simplicity Wealth reported no remaining IDX Dynamic Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 177,045 IDX Dynamic Innovation ETF shares in Q1 2025, an estimated $4.96M.
  • Simplicity Wealth first reported a position in IDX Dynamic Innovation ETF in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's IDX Dynamic Innovation ETF position peaked at $5.16M in Q2 2024.
  • 8 funds tracked by Wall St. Rank held IDX Dynamic Innovation ETF as of Q1 2025.

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