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Pimco Dynamic Incm Fund shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $826k 45k 18.33
2025-06-30 $628k 33k 19.08
2025-03-31 $563k 31k 18.43
2024-12-31 $373k 20k 18.85
2024-09-30 $320k 16k 19.61

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Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
LPL Financial
Gridiron Partners
UBS Group
J.w. Cole Advisors
Cetera Investment Advisers
Royal Bank of Canada
PFG Investments
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
TD Waterhouse Canada
Cohen & Steers Capital Management
Cambridge Investment Research Advisors
Wells Fargo & Company

View all funds holding Pimco Dynamic Incm Fund