OF
DAN icon

Optimize Financial’s Dana Inc DAN Stock Holding History

Optimize Financial’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-49,419
Closed -$848K – 359
2025
Q2 		$848K Sell
49,419
-354
-0.7% -$5.29K 0.52% 54
2025
Q1 		$663K Sell
49,773
-2,344
-4% -$33.8K 0.48% 67
2024
Q4 		$602K Buy
+52,117
New +$541K 0.45% 57

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Optimize Financial's DAN Position: Q3 2025 in Review

Optimize Financial sold out of Dana Inc (DAN) in Q3 2025, closing a stake of 49,419 shares — an estimated $848K sold.

Optimize Financial first reported a position in DAN in Q4 2024 and held it in 3 quarters. The position peaked at $848K in Q2 2025. 304 funds tracked by Wall St. Rank hold DAN as of Q3 2025.

  • Optimize Financial reported no remaining Dana Inc position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 49,419 Dana Inc shares in Q3 2025, an estimated $848K.
  • Optimize Financial first reported a position in Dana Inc in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Dana Inc position peaked at $848K in Q2 2025.
  • 304 funds tracked by Wall St. Rank held Dana Inc as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.