DUNK

Dana$28.18-0.14 (-0.49%)
AUM $131.1MER 0.75%NAV $28.12Holdings

Price Chart

Key Statistics

Previous Close

$28.32

Day Range

$28.16$28.22

52-Week Range

$19.56$28.66

Avg Volume

15.0K

Dividend Yield

Expense Ratio

0.75%

AUM

$131.1M

Shares Outstanding

6.3M

ETF Grades

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Country Allocation

CountryWeight %
United States90.63%
Canada7.90%
Sweden1.03%
Other0.44%

Fund Information

Issuer
Dana
Inception Date
Sep 16, 2025
Exchange
NYSE_ARCA
Description
DUNK invests in companies driving or adapting to disruptive trends such as e-commerce, cloud computing, digital advertising, electric vehicles, biotechnology, and artificial intelligence. The fund typically holds 1530 stocks selected for solid fundamentals, disciplined valuations, and participation in long-term profit trends tied to these themes. While it emphasizes large-cap names, it can also invest in smaller companies and add foreign exposure through depositary receipts or emerging-market holdings when appropriate. Individual positions are limited to 15% of assets, and up to 20% may be held in cash to maintain flexibility. This high-conviction approach allows the portfolio to adjust quickly as new opportunities emerge across sectors. By combining valuation discipline with a focus on disruptive growth, the strategy seeks to capture innovation-driven gains while reducing the risk of overpaying for popular themes.

The Dana Unconstrained Equity ETF (DUNK) is an exchange-traded fund issued by Dana that launched on Sep 16, 2025. It currently manages $131.1M in assets under management. The fund charges an expense ratio of 0.75%.

Top 10 holdings represent 71.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1SNOWSnowflake Inc10.35%57,057$18.5M
2NOWServiceNow Inc9.31%131,060$16.7M
3MSFTMicrosoft Corp8.16%30,236$14.6M
4DDOGDatadog Inc7.62%58,419$13.6M
5SHOPShopify Inc7.58%92,588$13.6M
6NVDANVIDIA Corp7.15%58,883$12.8M
7DASHDoorDash Inc6.06%49,295$10.9M
8JNJJohnson & Johnson5.12%33,542$9.2M
9LLYEli Lilly & Co4.83%6,762$8.7M
10VVisa Inc4.82%23,603$8.6M
11UBERUber Technologies Inc4.78%109,635$8.6M
12AMZNAmazon.com Inc4.43%29,861$7.9M
13MAMastercard Inc3.82%11,942$6.9M
14ABNBAirbnb Inc3.10%29,763$5.5M
15AVGOBroadcom Inc2.47%12,188$4.4M

Detailed Returns

PeriodReturnETF
1D
-0.49%
1W
+0.79%
1M
+10.51%
3M
+11.74%
6M
+31.99%
YTD
+16.13%
1Y
+12.72%
3Y
+12.72%
5Y
+12.72%

Moving Averages

20-Day MA

$27.85

Above 20-Day MA
50-Day MA

$26.32

Above 50-Day MA
200-Day MA

$23.97

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$28.66

Current Price

$28.18

52-Week Low

$19.56

$19.56$28.66

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

No category data available for comparison.

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