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IDX Dynamic Fixed Income ETF (DYFI)

CUSIP: 26923N660 | NYSE | 34 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Compound Planning, Inc.513,292
0.3% of portfolio›$11.4M
Blueprint Financial Advisors LLC361,192
0.9% of portfolio›$8.0M
Blueprint Investment Partners LLC361,192
0.6% of portfolio›$8.0M
International Private Wealth Advisors LLC72,978
0.7% of portfolio›$1.6M
Axxcess Wealth Management, LLC36,489
0.0% of portfolio›$809.7K
Ashton Thomas Private Wealth, LLC18,159
0.0% of portfolio›$403.0K
Encompass More Asset Management16,528
0.1% of portfolio›$366.8K
Atlas Wealth Partners, LLC16,500
0.4% of portfolio›$366.1K
Partners Wealth Management, LLC9,973
0.0% of portfolio›$221.3K
Farther Finance Advisors, LLC5,842
0.0% of portfolio›$129.6K
CoreCap Advisors, LLC780
0.0% of portfolio›$17.3K
StyleTurnoverLocationFiled
Compound Planning, Inc.
513,292$11.4M0.3%CoreLowNew York, NY2026-11-05
Blueprint Financial Advisors LLC
361,192$8.0M0.9%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
361,192$8.0M0.6%ETFMediumGreensboro, NC2026-10-28
International Private Wealth Advisors LLC
72,978$1.6M0.7%CoreMediumSan Diego, CA2026-11-05
Axxcess Wealth Management, LLC
36,489$809.7K0.0%CoreLowCarlsbad, CA2026-10-21
Ashton Thomas Private Wealth, LLC
18,159$403.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Encompass More Asset Management
16,528$366.8K0.1%ETFHighDanville, CA2026-10-16
Atlas Wealth Partners, LLC
16,500$366.1K0.4%Agg GrowthVery LowWyomissing, PA2026-11-03
Partners Wealth Management, LLC
9,973$221.3K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Farther Finance Advisors, LLC
5,842$129.6K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
780$17.3K0.0%ETFMediumSouthfield, MI2026-10-08