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Ameritas Investment Company’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$9.96M Buy
466,426
+408,938
+711% +$8.84M 0.46% 49
2021
Q2 		$1.24M Buy
+57,488
New +$1.23M 0.06% 246

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Investment Company's DIAL Position: Q3 2021 in Review

Ameritas Investment Company increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 711% in Q3 2021, buying an estimated $8.84M and bringing the position to 466,426 shares worth $9.96M. The position accounts for 0.46% of the portfolio, ranked #49.

Ameritas Investment Company first reported a position in DIAL in Q2 2021 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold DIAL as of Q3 2021.

  • Ameritas Investment Company held 466,426 shares of Columbia Diversified Fixed Income Allocation ETF worth $9.96M as of Q3 2021.
  • Ameritas Investment Company bought 408,938 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2021, an estimated $8.84M.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.46% of Ameritas Investment Company's portfolio in Q3 2021, its #49 holding.
  • Ameritas Investment Company first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2021 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.