SDWIA
DLY

Schwarz Dygos Wheeler Investment Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Buy
2025
Q1 		$1.06M Buy
2024
Q4 		$985K Buy
2024
Q3 		$823K Buy
2024
Q2 		$782K Buy
2024
Q1 		$728K Buy
2023
Q4 		$638K Buy
2023
Q3 		$627K Buy
2023
Q2 		$484K Buy
2023
Q1 		$456K Buy
2022
Q4 		$364K Buy