Acorn Wealth Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Acorn Wealth Advisors’s Portfolio DIAL Stock Details DIAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$565K	Sell	32,850 -5,534	-14%	-$98.8K	0.14%	143
2026 Q2	$697K	Sell	38,384 -4,761	-11%	-$86.6K	0.17%	127
2026 Q1	$780K	Sell	43,145 -1,700	-4%	-$31.2K	0.23%	97
2025 Q4	$823K	Sell	44,845 -6,659	-13%	-$123K	0.25%	91
2025 Q3	$950K	Sell	51,504 -6,753	-12%	-$123K	0.3%	77
2025 Q2	$1.06M	Sell	58,257 -130	-0.2%	-$2.32K	0.39%	59
2025 Q1	$1.04M	Sell	58,387 -7,673	-12%	-$136K	0.43%	52
2024 Q4	$1.16M	Sell	66,060 -4,075	-6%	-$73.1K	0.48%	47
2024 Q3	$1.3M	Buy	70,135 +9,034	+15%	+$164K	0.56%	39
2024 Q2	$1.08M	Sell	61,101 -3,039	-5%	-$53.3K	0.53%	41
2024 Q1	$1.14M	Buy	64,140 +25,345	+65%	+$450K	0.6%	40
2023 Q4	$700K	Buy	+38,795	New	+$664K	0.42%	54

Other funds holding DIAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return

Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Acorn Wealth Advisors's DIAL Position: Q3 2026 in Review

Acorn Wealth Advisors reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 14% in Q3 2026, selling an estimated $98.8K and leaving 32,850 shares worth $565K. The position accounts for 0.14% of the portfolio, ranked #143.

Acorn Wealth Advisors first reported a position in DIAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q3 2024. 32 funds tracked by Wall St. Rank hold DIAL as of Q3 2026.

Acorn Wealth Advisors held 32,850 shares of Columbia Diversified Fixed Income Allocation ETF worth $565K as of Q3 2026.
Acorn Wealth Advisors sold 5,534 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2026, an estimated $98.8K.
Columbia Diversified Fixed Income Allocation ETF made up 0.14% of Acorn Wealth Advisors's portfolio in Q3 2026, its #143 holding.
Acorn Wealth Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2023 and has held it in 12 quarters since.
Acorn Wealth Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.3M in Q3 2024.
32 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2026.

Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.