RCAG
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Rehmann Capital Advisory Group’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Rehmann Capital Advisory Group’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
2025
Q3 		– Sell
-108,387
Closed -$1.97M – 645
2025
Q2 		$1.97M Buy
108,387
+1,255
+1% +$22.4K 0.12% 125
2025
Q1 		$1.92M Buy
107,132
+5,973
+6% +$106K 0.12% 132
2024
Q4 		$1.77M Buy
101,159
+2,457
+2% +$44.1K 0.11% 141
2024
Q3 		$1.83M Buy
98,702
+2,249
+2% +$40.8K 0.12% 131
2024
Q2 		$1.7M Buy
96,453
+8,395
+10% +$147K 0.12% 137
2024
Q1 		$1.57M Buy
88,058
+5,601
+7% +$99.4K 0.12% 142
2023
Q4 		$1.49M Buy
82,457
+9,224
+13% +$158K 0.12% 137
2023
Q3 		$1.24M Buy
73,233
+31,281
+75% +$542K 0.12% 138
2023
Q2 		$739K Buy
41,952
+942
+2% +$16.6K 0.07% 242
2023
Q1 		$736K Sell
41,010
-428
-1% -$7.56K 0.07% 241
2022
Q4 		$716K Sell
41,438
-78,594
-65% -$1.35M 0.07% 235
2022
Q3 		$2.01M Buy
120,032
+62,909
+110% +$1.12M 0.22% 88
2022
Q2 		$1.01M Buy
57,123
+10,147
+22% +$186K 0.11% 162
2022
Q1 		$908K Buy
46,976
+1,143
+2% +$23K 0.09% 199
2021
Q4 		$967K Sell
45,833
-18,029
-28% -$383K 0.09% 197
2021
Q3 		$1.36M Sell
63,862
-17,839
-22% -$386K 0.13% 137
2021
Q2 		$1.78M Buy
81,701
+3,394
+4% +$72.6K 0.17% 96
2021
Q1 		$1.66M Buy
78,307
+26,941
+52% +$582K 0.17% 95
2020
Q4 		$1.13M Sell
51,366
-381
-0.7% -$8.29K 0.13% 132
2020
Q3 		$1.11M Buy
51,747
+5,110
+11% +$110K 0.14% 125
2020
Q2 		$985K Buy
+46,637
New +$964K 0.13% 133

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rehmann Capital Advisory Group's DIAL Position: Q3 2025 in Review

Rehmann Capital Advisory Group sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2025, closing a stake of 108,387 shares — an estimated $1.97M sold.

Rehmann Capital Advisory Group first reported a position in DIAL in Q2 2020 and held it in 21 quarters. The position peaked at $2.01M in Q3 2022. 55 funds tracked by Wall St. Rank hold DIAL as of Q3 2025.

  • Rehmann Capital Advisory Group reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 108,387 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2025, an estimated $1.97M.
  • Rehmann Capital Advisory Group first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2020 and held it in 21 quarters.
  • Rehmann Capital Advisory Group's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.01M in Q3 2022.
  • 55 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.