Skip to content

DYFI ETF OPPORTUNITIES TRUST

Follow

IDX DY FI IN ETF (fund)

18 managers (19 13F filers) reported a position in DYFI shares at 2026-06-30, 2,593,630 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
19
New
2
Added
8
Reduced
8
Sold out
1
Shares held by filers
2,593,630

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Faithward Advisors, LLC901,650$20.5M2.5%+30,91513F-HRTimeline
Compound Planning, Inc.496,108$11.3M0.3%+69,15913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding272,904$6.21M+18,958Timeline
PALLADIEM, LLC255,139$5.81M5.63%+2913F-HRTimeline
WealthTrak Capital Management LLC127,044$2.89M1.9%+3,67113F-HRTimeline
International Private Wealth Advisors L…82,668$1.88M0.97%-2,15413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC42,470$967K0.02%-1,07713F-HRTimeline
Kingsview Wealth Management, LLC41,716$950K0.01%+2,48513F-HRTimeline
GTS SECURITIES LLC29,076$662K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC19,592$446K0.01%-7,99613F-HRTimeline
Encompass More Asset Management16,388$373K0.05%-1,09713F-HRTimeline
Atlas Wealth Partners, LLC16,050$365K0.4%-40013F-HRTimeline
Aptus Capital Advisors, LLC9,114$207K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC8,186$186K<0.01%-2,57513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,324$30.1K0.01%-10913F-HRTimeline
CoreCap Advisors, LLC780$17.8K<0.01%+413F-HRTimeline
Integrated Wealth Concepts LLC424$9.65K<0.01%new13F-HRTimeline
AE Wealth Management LLC93$2.12K<0.01%-29613F-HRTimeline