UBS Group
DYFI icon

UBS Group’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History

UBS Group’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
Q3 		– Sell
-862
Closed -$20K – 10438
2025
Q2 		$20K Buy
862
+498
+137% +$11.4K ﹤0.01% 8439
2025
Q1 		$8.41K Sell
364
-145
-28% -$3.38K ﹤0.01% 8757
2024
Q4 		$11.9K Buy
509
+360
+242% +$8.5K ﹤0.01% 8226
2024
Q3 		$3.57K Sell
149
-544
-78% -$13K ﹤0.01% 8251
2024
Q2 		$16.5K Buy
693
+629
+983% +$15.3K ﹤0.01% 7429
2024
Q1 		$1.59K Buy
+64
New +$1.6K ﹤0.01% 8106

Other funds holding DYFI

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
IPWA
International Private Wealth Advisors San Diego, California $163M AUM 16.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

UBS Group's DYFI Position: Q3 2025 in Review

UBS Group sold out of IDX Dynamic Fixed Income ETF (DYFI) in Q3 2025, closing a stake of 862 shares — an estimated $20K sold.

UBS Group first reported a position in DYFI in Q1 2024 and held it in 6 quarters. The position peaked at $20K in Q2 2025. 19 funds tracked by Wall St. Rank hold DYFI as of Q3 2025.

  • UBS Group reported no remaining IDX Dynamic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 862 IDX Dynamic Fixed Income ETF shares in Q3 2025, an estimated $20K.
  • UBS Group first reported a position in IDX Dynamic Fixed Income ETF in Q1 2024 and held it in 6 quarters.
  • UBS Group's IDX Dynamic Fixed Income ETF position peaked at $20K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held IDX Dynamic Fixed Income ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.