OIA
DIAL icon

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
Q2 		$238K Sell
13,119
-669
-5% -$12.2K ﹤0.01% 1424
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Royal Bank of Canada
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

OneDigital Investment Advisors's DIAL Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 4.9% in Q2 2026, selling an estimated $12.2K and leaving 13,119 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

OneDigital Investment Advisors first reported a position in DIAL in Q3 2019 and has held it in 28 quarters since. The position peaked at $134M in Q4 2021. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • OneDigital Investment Advisors held 13,119 shares of Columbia Diversified Fixed Income Allocation ETF worth $238K as of Q2 2026.
  • OneDigital Investment Advisors sold 669 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $12.2K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1424 holding.
  • OneDigital Investment Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2019 and has held it in 28 quarters since.
  • OneDigital Investment Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $134M in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

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