- What are the top holdings of DIVE?
- A machine-readable holdings disclosure for Dana Concentrated Dividend ETF (DIVE) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does DIVE invest in?
- Dana Concentrated Dividend ETF (DIVE) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is DIVE most exposed to?
- DIVE's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is DIVE a US-only fund?
- The country allocation card on this page shows DIVE's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does DIVE invest in?
- DIVE invests in a concentrated portfolio of 25 to 35 dividend-paying, large-cap US companies with structural competitive advantages trading below fair value. Stock selection combines qualitative analysis with sector-relative quantitative scoring across valuation, growth, and profitability metrics. The portfolio is then weighted based on the sub-adviser's top ideas, with risk managed through diversification across sectors and factors such as value, growth, momentum, quality, and volatility. The strategy uses a behavioral finance-driven approach, exploiting market inefficiencies caused by investor biases to identify undervalued companies with strong fundamentals, sustainable competitive advantages, and dividend yield growth potential. The fund follows a structured sell framework focused on risk control, changing fundamentals, and maintaining income. Positions are sold when dividend yields decline due to price appreciation.
