FDW
DIAX

Fourth Dimension Wealth’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Fourth Dimension Wealth’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-277
Closed -$4.23K – 606
2025
Q4 		$4.23K Hold
277
– – ﹤0.01% 503
2025
Q3 		$4.13K Hold
277
– – ﹤0.01% 503
2025
Q2 		$3.97K Hold
277
– – ﹤0.01% 502
2025
Q1 		$4.01K Hold
277
– – ﹤0.01% 512
2024
Q4 		$4.17K Buy
+277
New +$4.2K ﹤0.01% 515

Other funds holding DIAX

SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Fourth Dimension Wealth's DIAX Position: Q1 2026 in Review

Fourth Dimension Wealth sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q1 2026, closing a stake of 277 shares — an estimated $4.23K sold.

Fourth Dimension Wealth first reported a position in DIAX in Q4 2024 and held it in 5 quarters. The position peaked at $4.23K in Q4 2025. 3 funds tracked by Wall St. Rank hold DIAX as of Q1 2026.

  • Fourth Dimension Wealth reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 277 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q1 2026, an estimated $4.23K.
  • Fourth Dimension Wealth first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q4 2024 and held it in 5 quarters.
  • Fourth Dimension Wealth's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $4.23K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.