Allworth Financial’s Dana Inc DAN Stock Holding History

Allworth Financial’s Portfolio DAN Stock Details DAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.7K	Buy	406 +65	+19%	+$2.03K	﹤0.01%	3274
2025 Q4	$8.1K	Buy	341 +122	+56%	+$2.58K	﹤0.01%	3412
2025 Q3	$4.39K	Buy	219 +8	+4%	+$148	﹤0.01%	3626
2025 Q2	$3.62K	Buy	211 +87	+70%	+$1.3K	﹤0.01%	3440
2025 Q1	$1.55K	Sell	124 -1,480	-92%	-$21.3K	﹤0.01%	3306
2024 Q4	$21.4K	Buy	1,604 +1,510	+1,606%	+$15.7K	﹤0.01%	2047
2024 Q3	$993	Sell	94 -300	-76%	-$3.31K	﹤0.01%	3219
2024 Q2	$4.7K	Sell	394 -10	-2%	-$130	﹤0.01%	2555
2024 Q1	$5.13K	Buy	404 +59	+17%	+$765	﹤0.01%	2397
2023 Q4	$5.04K	Buy	345 +253	+275%	+$3.36K	﹤0.01%	2279
2023 Q3	$1.35K	Buy	92 +79	+608%	+$1.32K	﹤0.01%	2727
2023 Q2	$221	Buy	13 +3	+30%	+$44	﹤0.01%	3078
2023 Q1	$151	Sell	10 -58	-85%	-$949	﹤0.01%	3059
2022 Q4	$1.03K	Buy	+68	New	+$1.05K	﹤0.01%	2466
2022 Q3	–	Sell	-24	Closed	–	–	2743
2022 Q2	$0	Buy	+24	New	+$372	﹤0.01%	2476
2020 Q2	–	Sell	-500	Closed	-$4K	–	1210
2020 Q1	$4K	Buy	+500	New	+$6.9K	﹤0.01%	914

Other funds holding DAN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return