AssetMark Inc
DIAL icon

AssetMark Inc’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

AssetMark Inc’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 		$3.49K Buy
+203
New +$3.62K ﹤0.01% 2874

Other funds holding DIAL

HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
BankPlus Wealth Management
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

AssetMark Inc's DIAL Position: Q3 2026 in Review

AssetMark Inc opened a new position in Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2026: 203 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #2874 among its holdings.

8 funds tracked by Wall St. Rank hold DIAL as of Q3 2026.

  • AssetMark Inc held 203 shares of Columbia Diversified Fixed Income Allocation ETF worth $3.49K as of Q3 2026.
  • Columbia Diversified Fixed Income Allocation ETF was a new AssetMark Inc position in Q3 2026.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2874 holding.
  • 8 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.