First Foundation Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

First Foundation Advisors’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 Q2	$643K	Sell	35,383 -17,022	-32%	-$310K	0.02%	217
2026 Q1	$947K	Buy	52,405 +1	+0%	+$18	0.04%	185
2025 Q4	$962K	Sell	52,404 -4,044	-7%	-$74.5K	0.04%	179
2025 Q3	$1.04M	Sell	56,448 -3,293	-6%	-$60.1K	0.04%	178
2025 Q2	$1.09M	Buy	59,741 +18,102	+43%	+$323K	0.04%	180
2025 Q1	$745K	Sell	41,639 -3,021	-7%	-$53.6K	0.03%	192
2024 Q4	$783K	Sell	44,660 -1,044	-2%	-$18.7K	0.03%	189
2024 Q3	$845K	Sell	45,704 -9,141	-17%	-$166K	0.03%	185
2024 Q2	$968K	Sell	54,845 -233	-0.4%	-$4.09K	0.04%	168
2024 Q1	$979K	Sell	55,078 -51,595	-48%	-$915K	0.04%	174
2023 Q4	$1.93M	Sell	106,673 -11,742	-10%	-$201K	0.09%	119
2023 Q3	$1.99M	Sell	118,415 -5,028	-4%	-$87.1K	0.09%	125
2023 Q2	$2.17M	Sell	123,443 -8,888	-7%	-$157K	0.09%	125
2023 Q1	$2.36M	Sell	132,331 -5,258	-4%	-$92.9K	0.11%	120
2022 Q4	$2.38M	Sell	137,589 -9,603	-7%	-$165K	0.11%	114
2022 Q3	$2.46M	Buy	147,192 +3,201	+2%	+$57.2K	0.12%	107
2022 Q2	$2.54M	Sell	143,991 -5,065	-3%	-$92.6K	0.11%	109
2022 Q1	$2.9M	Sell	149,056 -5,345	-3%	-$108K	0.1%	109
2021 Q4	$3.29M	Sell	154,401 -1,008	-0.6%	-$21.4K	0.11%	101
2021 Q3	$3.32M	Buy	155,409 +2,170	+1%	+$46.9K	0.12%	96
2021 Q2	$3.3M	Buy	153,239 +40,231	+36%	+$861K	0.13%	98
2021 Q1	$2.39M	Buy	113,008 +39,602	+54%	+$855K	0.1%	117
2020 Q4	$1.62M	Buy	73,406 +17,376	+31%	+$378K	0.07%	143
2020 Q3	$1.21M	Buy	56,030 +46,328	+478%	+$1,000K	0.06%	163
2020 Q2	$205K	Buy	+9,702	New	+$201K	0.01%	334

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

First Foundation Advisors's DIAL Position: Q2 2026 in Review

First Foundation Advisors reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 32% in Q2 2026, selling an estimated $310K and leaving 35,383 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #217.

First Foundation Advisors first reported a position in DIAL in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.32M in Q3 2021. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

First Foundation Advisors held 35,383 shares of Columbia Diversified Fixed Income Allocation ETF worth $643K as of Q2 2026.
First Foundation Advisors sold 17,022 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $310K.
Columbia Diversified Fixed Income Allocation ETF made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #217 holding.
First Foundation Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2020 and has held it in 25 quarters since.
First Foundation Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $3.32M in Q3 2021.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.