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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Acorn Wealth Advisors's DIAL Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 11% in Q2 2026, selling an estimated $86.6K and leaving 38,384 shares worth $697K. The position accounts for 0.17% of the portfolio, ranked #127.

Acorn Wealth Advisors first reported a position in DIAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q3 2024. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

Acorn Wealth Advisors held 38,384 shares of Columbia Diversified Fixed Income Allocation ETF worth $697K as of Q2 2026.
Acorn Wealth Advisors sold 4,761 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $86.6K.
Columbia Diversified Fixed Income Allocation ETF made up 0.17% of Acorn Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Acorn Wealth Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2023 and has held it in 11 quarters since.
Acorn Wealth Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.3M in Q3 2024.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.