Millington Financial Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Millington Financial 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	$1.34M	Buy	74,234 +5,326	+8%	+$96.8K	0.53%	48
2026 Q1	$1.26M	Buy	68,908 +1,559	+2%	+$28.6K	0.53%	46
2025 Q4	$1.24M	Sell	67,349 -6,753	-9%	-$124K	0.55%	48
2025 Q3	$1.36M	Buy	74,102 +3,341	+5%	+$60.9K	0.66%	48
2025 Q2	$1.28M	Buy	70,761 +9,361	+15%	+$167K	0.65%	47
2025 Q1	$1.07M	Buy	61,400 +2,029	+3%	+$36K	0.66%	46
2024 Q4	$1.05M	Buy	59,371 +8,888	+18%	+$159K	0.61%	44
2024 Q3	$933K	Buy	50,483 +2,402	+5%	+$43.5K	0.58%	43
2024 Q2	$848K	Buy	48,081 +822	+2%	+$14.4K	0.59%	44
2024 Q1	$840K	Buy	47,259 +1,500	+3%	+$26.6K	0.6%	44
2023 Q4	$826K	Sell	45,759 -3,133	-6%	-$53.7K	0.66%	44
2023 Q3	$823K	Buy	48,892 +1,374	+3%	+$23.8K	0.74%	41
2023 Q2	$837K	Sell	47,518 -5,384	-10%	-$95.1K	0.74%	41
2023 Q1	$945K	Sell	52,902 -244	-0.5%	-$4.31K	0.87%	39
2022 Q4	$919K	Buy	+53,146	New	+$913K	0.9%	37

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

Millington Financial Advisors's DIAL Position: Q2 2026 in Review

Millington Financial Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 7.7% in Q2 2026, buying an estimated $96.8K and bringing the position to 74,234 shares worth $1.34M. The position accounts for 0.53% of the portfolio, ranked #48.

Millington Financial Advisors first reported a position in DIAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q3 2025. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

Millington Financial Advisors held 74,234 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.34M as of Q2 2026.
Millington Financial Advisors bought 5,326 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $96.8K.
Columbia Diversified Fixed Income Allocation ETF made up 0.53% of Millington Financial Advisors's portfolio in Q2 2026, its #48 holding.
Millington Financial Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2022 and has held it in 15 quarters since.
Millington Financial Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.36M in Q3 2025.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.