LPL Financial’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.8M | Buy |
2,311,406
+127,941
| +6% | +$2.35M | 0.01% | 1008 |
|
|
2025
Q4 | $40.1M | Buy |
2,183,465
+939,843
| +76% | +$17.3M | 0.01% | 983 |
|
|
2025
Q3 | $22.9M | Buy |
1,243,622
+81,881
| +7% | +$1.49M | 0.01% | 1272 |
|
|
2025
Q2 | $21.2M | Buy |
1,161,741
+104,518
| +10% | +$1.87M | 0.01% | 1222 |
|
|
2025
Q1 | $18.9M | Buy |
1,057,223
+143,406
| +16% | +$2.54M | 0.01% | 1185 |
|
|
2024
Q4 | $16M | Buy |
913,817
+228,888
| +33% | +$4.11M | 0.01% | 1217 |
|
|
2024
Q3 | $12.7M | Buy |
684,929
+12,188
| +2% | +$221K | 0.01% | 1309 |
|
|
2024
Q2 | $11.9M | Buy |
672,741
+46,088
| +7% | +$808K | 0.01% | 1263 |
|
|
2024
Q1 | $11.1M | Buy |
626,653
+487,167
| +349% | +$8.64M | 0.01% | 1262 |
|
|
2023
Q4 | $2.52M | Sell |
139,486
-172,171
| -55% | -$2.95M | ﹤0.01% | 2217 |
|
|
2023
Q3 | $5.25M | Buy |
311,657
+23,088
| +8% | +$400K | ﹤0.01% | 1570 |
|
|
2023
Q2 | $5.08M | Sell |
288,569
-9,325
| -3% | -$165K | ﹤0.01% | 1554 |
|
|
2023
Q1 | $5.32M | Sell |
297,894
-58,748
| -16% | -$1.04M | ﹤0.01% | 1468 |
|
|
2022
Q4 | $6.17M | Sell |
356,642
-35,460
| -9% | -$609K | 0.01% | 1324 |
|
|
2022
Q3 | $6.56M | Sell |
392,102
-57,761
| -13% | -$1.03M | 0.01% | 1195 |
|
|
2022
Q2 | $7.95M | Sell |
449,863
-71,101
| -14% | -$1.3M | 0.01% | 1090 |
|
|
2022
Q1 | $10.2M | Sell |
520,964
-134,163
| -20% | -$2.7M | 0.01% | 991 |
|
|
2021
Q4 | $14M | Sell |
655,127
-144,093
| -18% | -$3.06M | 0.01% | 837 |
|
|
2021
Q3 | $17.1M | Buy |
799,220
+101,012
| +14% | +$2.18M | 0.02% | 690 |
|
|
2021
Q2 | $15M | Sell |
698,208
-2,313
| -0.3% | -$49.5K | 0.02% | 706 |
|
|
2021
Q1 | $14.8M | Buy |
700,521
+12,763
| +2% | +$276K | 0.02% | 656 |
|
|
2020
Q4 | $15.2M | Buy |
687,758
+307,487
| +81% | +$6.69M | 0.02% | 571 |
|
|
2020
Q3 | $8.18M | Buy |
380,271
+205,824
| +118% | +$4.44M | 0.01% | 721 |
|
|
2020
Q2 | $3.68M | Buy |
174,447
+550
| +0.3% | +$11.4K | 0.01% | 1027 |
|
|
2020
Q1 | $3.46M | Sell |
173,897
-32,159
| -16% | -$662K | 0.01% | 903 |
|
|
2019
Q4 | $4.29M | Buy |
206,056
+117,118
| +132% | +$2.43M | 0.01% | 905 |
|
|
2019
Q3 | $1.85M | Buy |
88,938
+35,142
| +65% | +$725K | ﹤0.01% | 1311 |
|
|
2019
Q2 | $1.1M | Buy |
53,796
+9,356
| +21% | +$187K | ﹤0.01% | 1657 |
|
|
2019
Q1 | $884K | Buy |
44,440
+9,658
| +28% | +$188K | ﹤0.01% | 1735 |
|
|
2018
Q4 | $656K | Sell |
34,782
-5,256
| -13% | -$99.3K | ﹤0.01% | 1829 |
|
|
2018
Q3 | $765K | Sell |
40,038
-3,406
| -8% | -$65.2K | ﹤0.01% | 1888 |
|
|
2018
Q2 | $828K | Buy |
43,444
+592
| +1% | +$11.4K | ﹤0.01% | 1756 |
|
|
2018
Q1 | $838K | Buy |
42,852
+23,690
| +124% | +$465K | ﹤0.01% | 1742 |
|
|
2017
Q4 | $382K | Buy |
+19,162
| New | +$382K | ﹤0.01% | 2285 |
|
Other funds holding DIAL
PVI
CF
HPC
LPL Financial's DIAL Position: Q1 2026 in Review
LPL Financial increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 5.9% in Q1 2026, buying an estimated $2.35M and bringing the position to 2,311,406 shares worth $41.8M. The position accounts for 0.01% of the portfolio, ranked #1008.
LPL Financial first reported a position in DIAL in Q4 2017 and has held it in 34 quarters since. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.
- LPL Financial held 2,311,406 shares of Columbia Diversified Fixed Income Allocation ETF worth $41.8M as of Q1 2026.
- LPL Financial bought 127,941 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $2.35M.
- Columbia Diversified Fixed Income Allocation ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1008 holding.
- LPL Financial first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2017 and has held it in 34 quarters since.
- 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.