Transamerica Financial Advisors, LLC
Position in DYTA — SGI Dynamic Tactical ETF
CIK 1502149
CEDAR RAPIDS, IA
Position in DYTA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$373,685
+$44,616 QoQ
Shares Held
11,760
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#4
of 6 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DYTA Over Time
Shares Held
Position Value (USD)
All Filings in DYTA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,685 | 11,760 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $329,069 | 11,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,585 | 808 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,806 | 269 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,542 | 269 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,435 | 269 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,462 | 269 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $24,459 | 789 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $342,161 | 11,394 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $331,793 | 11,394 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,436,466 | 681,822 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $29,143,999 | 1,170,912 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $28,291,736 | 1,089,191 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||