Fourth Dimension Wealth’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Fourth Dimension Wealth’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57K	Buy	4,050 +250	+7%	+$3.51K	0.02%	256
2026 Q1	$52.9K	Buy	3,800 +500	+15%	+$7.25K	0.02%	226
2025 Q4	$48K	Buy	3,300 +500	+18%	+$7.35K	0.02%	243
2025 Q3	$42.2K	Hold	2,800	–	–	0.02%	247
2025 Q2	$43.7K	Sell	2,800 -300	-10%	-$4.61K	0.02%	238
2025 Q1	$49.9K	Hold	3,100	–	–	0.02%	222
2024 Q4	$49.1K	Buy	+3,100	New	+$50.3K	0.03%	223

Other funds holding DLY

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fourth Dimension Wealth's DLY Position: Q2 2026 in Review

Fourth Dimension Wealth increased its DoubleLine Yield Opportunities Fund (DLY) stake by 6.6% in Q2 2026, buying an estimated $3.51K and bringing the position to 4,050 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #256.

Fourth Dimension Wealth first reported a position in DLY in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Fourth Dimension Wealth held 4,050 shares of DoubleLine Yield Opportunities Fund worth $57K as of Q2 2026.
Fourth Dimension Wealth bought 250 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $3.51K.
DoubleLine Yield Opportunities Fund made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #256 holding.
Fourth Dimension Wealth first reported a position in DoubleLine Yield Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.