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DIVE

Dana Concentrated Dividend ETF
1W: +0.7% 1M: +4.3% 3M: +4.4% YTD: +4.2%
$27.16
+0.47 (+1.76%)
 
Weekly Expected Move ±1.7%
$26 $26 $26 $27 $27
ETF AMEX · AUM $36.2M
Key Statistics
AUM$36M
Holdings34
Top 10 Wt43.7%
Volume1,366
Avg Volume2,131
Beta0.67
Portfolio Fundamentals
P/E25.4
P/B5.6
Div Yield2.38%
ROE24.3%
% Profitable89%
Inception2025-09-16
Sector Allocation
Healthcare 16.8%
Financial Services 15.3%
Consumer Defensive 14.5%
Consumer Cyclical 12.2%
Technology 11.0%
Real Estate 7.6%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Philip Morris International Inc PM 7.86% $3.6M 18,443
2 IQVIA Holdings Inc IQV 5.11% $2.3M 11,108
3 Amazon.com Inc AMZN 4.60% $2.1M 8,961
4 Restaurant Brands International Inc QSR 4.48% $2.0M 27,988
5 Wells Fargo & Co WFC 3.92% $1.8M 20,552
6 ELEVANCE HEALTH INC ELV 3.85% $1.7M 4,608
7 Capital One Financial Corp COF 3.66% $1.7M 8,173
8 AbbVie Inc ABBV 3.62% $1.6M 6,313
9 Keurig Dr Pepper Inc KDP 3.46% $1.6M 52,816
10 Dollar General Corp DG 3.17% $1.4M 12,252

Recent Holding Changes

Date Holding Change Details
2026-07-09 ADBE Changed 3829 → 4428
2026-07-09 APH Changed 6763 → 6047
2026-07-09 PM Changed 19665 → 18443
2026-07-09 KDP Changed 56429 → 52816
2026-07-09 ACN Changed 3906 → 4856

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms