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DIALDIAL
Showing 8 of 11 quarters

Position history for FWFocus Partners Wealth's holdings in COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF

Focus Partners Wealth holds 34,564 shares of DIAL (COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF), worth $628,018 as of 2026-Q2. The position was increased (+2.2% shares). DIAL represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$628,018

Current Shares

34,564

Total Value Change

+$90,981

Total Shares Change

+5,504

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
34,564
+2.2%
$628,0180.0%$18.10
25
2026-Q1
Decreased
33,822
-17.5%
$611,5100.0%$17.77
0
2025-Q4
Decreased
40,996
-2.7%
$750,0240.0%$17.89
0
2025-Q3
Decreased
42,147
-8.1%
$777,6110.0%$17.69
0
2025-Q2
Increased
45,852
+0.5%
$834,9650.0%$17.25
25
2025-Q1
Decreased
45,640
-55.2%
$816,0450.0%$16.73
0
2024-Q4
Increased
101,952
+250.8%
$1.8M0.0%$16.27
42
2024-Q3
Increased
29,060
+1.5%
$537,0370.0%$16.89
25

Other major holders of DIAL: AMERIPRISE FINANCIAL INC

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