DANA — Dana Limited Volatility ETF

Data updated: 2026-07-29

DANA — Dana Limited Volatility ETF data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Short Securitized (MBS/ABS/CMBS) Bond · $10.05M AUM. From SEC regulatory filings.

DANA Fund Overview

DANA — Dana Limited Volatility ETF is a US mutual fund managed by Tidal Trust I, categorised as Short Securitized (MBS/ABS/CMBS) Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Tidal Trust I
  • Category: Short Securitized (MBS/ABS/CMBS) Bond
  • Assets under management: $10.05M
  • Ticker: DANA
  • SEC CIK: 0001742912
  • SEC series ID: S000094498
  • Share class ID: C000263031

DANA Holdings

Top 10 holdings of Dana Limited Volatility ETF by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
First American Government Obli7.82%
Fannie Mae4.07%
Fannie Mae4.03%
Fannie Mae3.96%
Fannie Mae3.89%
Fannie Mae3.88%
Government National Mortgage A3.42%
Federal Home Loan Bank2.98%
Government National Mortgage A2.95%
Fannie Mae2.93%

View all DANA holdings

DANA Portfolio Allocation

Asset-class allocation of Dana Limited Volatility ETF by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Securitized74.4%
Fixed Income16.5%
Cash & Equivalents7.8%

DANA Performance

Total returns for DANA (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD0.7%

DANA Cashflows

Over the 12 months to 2026-02, Dana Limited Volatility ETF had net inflows of $7.58M, from monthly SEC N-PORT filings.

MonthNet flow
2026-02$5.06M
2026-01$632.41K
2025-12$1.89M

DANA Debt Constituents

Largest debt holdings of Dana Limited Volatility ETF by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
Federal Home Loan Bank2.98%
US Treasury N/b2.00%
Treasury Bill1.98%
Fannie Mae1.97%
Treasury Bill1.94%
Fannie Mae1.23%
Federal Farm Credit Bank0.99%
Federal Farm Credit Bank0.99%
Federal Farm Credit Bank0.99%
Federal Home Loan Bank0.74%

DANA Prospectus and SEC Filings

Official Dana Limited Volatility ETF filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Short Securitized (MBS/ABS/CMBS) Bond funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.