Ameritas Advisory Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-3,489	Closed	-$63.5K	–	2314
2025 Q2	$63.5K	Buy	+3,489	New	+$62.3K	﹤0.01%	1197
2024 Q3	–	Sell	-18,209	Closed	-$321K	–	866
2024 Q2	$321K	Sell	18,209 -4,220	-19%	-$74K	0.01%	707
2024 Q1	$399K	Buy	22,429 +7,820	+54%	+$139K	0.02%	615
2023 Q4	$264K	Sell	14,609 -148,476	-91%	-$2.54M	0.01%	582
2023 Q3	$2.75M	Buy	+163,085	New	+$2.83M	0.14%	154
2023 Q2	–	Sell	-583,519	Closed	-$10.4M	–	1016
2023 Q1	$10.4M	Sell	583,519 -563,884	-49%	-$9.96M	0.52%	41
2022 Q4	$19.8M	Sell	1,147,403 -423,112	-27%	-$7.27M	0.92%	19
2022 Q3	$26.3M	Buy	1,570,515 +24,232	+2%	+$433K	1.57%	11
2022 Q2	$27.3M	Buy	1,546,283 +69,443	+5%	+$1.27M	1.58%	11
2022 Q1	$28.8M	Buy	1,476,840 +334,199	+29%	+$6.73M	1.05%	24
2021 Q4	$24.4M	Buy	+1,142,641	New	+$24.3M	0.89%	26

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

HPC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameritas Advisory Services's DIAL Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2025, closing a stake of 3,489 shares — an estimated $63.5K sold.

Ameritas Advisory Services first reported a position in DIAL in Q4 2021 and held it in 11 quarters. The position peaked at $28.8M in Q1 2022. 55 funds tracked by Wall St. Rank hold DIAL as of Q3 2025.

Ameritas Advisory Services reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3,489 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2025, an estimated $63.5K.
Ameritas Advisory Services first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2021 and held it in 11 quarters.
Ameritas Advisory Services's Columbia Diversified Fixed Income Allocation ETF position peaked at $28.8M in Q1 2022.
55 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.