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DIALDIAL
6 quarters

Position history for WAWaverly Advisors, LLC's holdings in COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF

Waverly Advisors, LLC holds 14,454 shares of DIAL (COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF), worth $262,629 as of 2026-Q2. The position was decreased (-2.0% shares). DIAL represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$262,629

Current Shares

14,454

Total Value Change

+$24,610

Total Shares Change

+1,142

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
14,454
-2.0%
$262,6290.0%$18.10
0
2026-Q1
Decreased
14,754
-6.6%
$266,7520.0%$17.77
0
2025-Q4
Increased
15,804
+51.8%
$290,0820.0%$17.89
33
2025-Q3
Decreased
10,412
-11.8%
$192,1010.0%$17.69
0
2025-Q2
Decreased
11,812
-11.3%
$215,0970.0%$17.25
0
2025-Q1
New
13,312
-
$238,0190.0%$16.73
32

Other major holders of DIAL: AMERIPRISE FINANCIAL INC

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