Dala Group
DVY icon

Dala Group’s iShares Select Dividend ETF DVY Stock Holding History

Dala Group’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$270K Buy
1,775
+2
+0.1% +$322 0.2% 56
2026
Q2 		$277K Buy
1,773
+2
+0.1% +$308 0.23% 58
2026
Q1 		$268K Buy
1,771
+2
+0.1% +$302 0.22% 62
2025
Q4 		$250K Buy
+1,769
New +$250K 0.22% 65

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Dala Group's DVY Position: Q3 2026 in Review

Dala Group increased its iShares Select Dividend ETF (DVY) stake by 0.11% in Q3 2026, buying an estimated $322 and bringing the position to 1,775 shares worth $270K. The position accounts for 0.2% of the portfolio, ranked #56.

Dala Group first reported a position in DVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $277K in Q2 2026. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Dala Group held 1,775 shares of iShares Select Dividend ETF worth $270K as of Q3 2026.
  • Dala Group bought 2 iShares Select Dividend ETF shares in Q3 2026, an estimated $322.
  • iShares Select Dividend ETF made up 0.2% of Dala Group's portfolio in Q3 2026, its #56 holding.
  • Dala Group first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's iShares Select Dividend ETF position peaked at $277K in Q2 2026.
  • 689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.