OneDigital Investment Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

OneDigital Investment 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 Q1	$249K	Buy	13,788 +10	+0.1%	+$184	﹤0.01%	1282
2025 Q4	$253K	Sell	13,778 -441	-3%	-$8.12K	﹤0.01%	1312
2025 Q3	$262K	Sell	14,219 -22,624	-61%	-$413K	﹤0.01%	1263
2025 Q2	$671K	Sell	36,843 -3,335	-8%	-$59.5K	0.01%	786
2025 Q1	$718K	Sell	40,178 -5,647	-12%	-$100K	0.01%	726
2024 Q4	$803K	Sell	45,825 -6,601	-13%	-$118K	0.01%	710
2024 Q3	$969K	Sell	52,426 -17,354	-25%	-$315K	0.01%	664
2024 Q2	$1.23M	Sell	69,780 -18,807	-21%	-$330K	0.02%	551
2024 Q1	$1.58M	Sell	88,587 -6,737	-7%	-$120K	0.02%	389
2023 Q4	$1.72M	Sell	95,324 -98,459	-51%	-$1.69M	0.03%	346
2023 Q3	$3.26M	Sell	193,783 -32,569	-14%	-$564K	0.07%	205
2023 Q2	$3.99M	Sell	226,352 -117,613	-34%	-$2.08M	0.09%	178
2023 Q1	$6.15M	Sell	343,965 -41,263	-11%	-$729K	0.14%	128
2022 Q4	$6.66M	Sell	385,228 -4,558,514	-92%	-$78.3M	0.19%	105
2022 Q3	$82.7M	Sell	4,943,742 -311,292	-6%	-$5.57M	3.07%	5
2022 Q2	$92.8M	Sell	5,255,034 -1,191,189	-18%	-$21.8M	3.99%	4
2022 Q1	$126M	Buy	6,446,223 +139,566	+2%	+$2.81M	4.75%	3
2021 Q4	$134M	Buy	6,306,657 +457,622	+8%	+$9.73M	4.76%	3
2021 Q3	$125M	Buy	5,849,035 +389,393	+7%	+$8.42M	4.95%	3
2021 Q2	$118M	Buy	5,459,642 +718,813	+15%	+$15.4M	4.84%	3
2021 Q1	$100M	Buy	4,740,829 +810,048	+21%	+$17.5M	4.68%	3
2020 Q4	$86.8M	Buy	3,930,781 +3,889,173	+9,347%	+$84.7M	4.52%	3
2020 Q3	$895K	Buy	41,608 +14,872	+56%	+$321K	0.06%	217
2020 Q2	$565K	Buy	26,736 +818	+3%	+$16.9K	0.04%	288
2020 Q1	$515K	Sell	25,918 -5,450	-17%	-$112K	0.05%	272
2019 Q4	$653K	Buy	31,368 +8,008	+34%	+$166K	0.05%	251
2019 Q3	$486K	Buy	+23,360	New	+$482K	0.04%	280

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HPC

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

OneDigital Investment Advisors's DIAL Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 0.07% in Q1 2026, buying an estimated $184 and bringing the position to 13,788 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

OneDigital Investment Advisors first reported a position in DIAL in Q3 2019 and has held it in 27 quarters since. The position peaked at $134M in Q4 2021. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

OneDigital Investment Advisors held 13,788 shares of Columbia Diversified Fixed Income Allocation ETF worth $249K as of Q1 2026.
OneDigital Investment Advisors bought 10 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $184.
Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1282 holding.
OneDigital Investment Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2019 and has held it in 27 quarters since.
OneDigital Investment Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $134M in Q4 2021.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.