Forvis Mazars Wealth Advisors, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1352864 Springfield, MO

Position in DIA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,081,347

+$335,612 QoQ

Shares Held

2,070

+28.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#572

of 1,432 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,081,347	2,070	+28.6%	Shares	Sole	2026-08-10
2026-03-31	$745,735	1,610	+33.2%	Shares	Sole	2026-05-01
2025-12-31	$581,009	1,209	0.0%	Shares	Sole	2026-02-10
2025-09-30	$560,661	1,209	0.0%	Shares	Sole	2025-10-30
2025-06-30	$532,745	1,209	-77.1%	Shares	Sole	2025-07-29
2025-03-31	$2,212,347	5,269	-0.7%	Shares	Sole	2025-05-13
2024-12-31	$2,258,554	5,308	+4.0%	Shares	Sole	2025-02-04
2024-09-30	$2,160,450	5,106	-24.3%	Shares	Sole	2024-11-14
2024-06-30	$2,638,171	6,745	-21.2%	Shares	Sole	2024-08-09
2024-03-31	$3,406,416	8,564	+2.6%	Shares	Sole	2024-04-19
2023-12-31	$3,144,603	8,344	-4.4%	Shares	Sole	2024-01-11
2023-09-30	$2,922,103	8,724	+94.9%	Shares	Sole	2023-10-26
2023-06-30	$1,539,416	4,477	-3.9%	Shares	Sole	2023-08-08
2023-03-31	$1,550,341	4,661	-0.2%	Shares	Sole	2023-04-27
2022-12-31	$1,547,642	4,671	-1.1%	Shares	Sole	2023-02-03
2022-09-30	$1,356,917	4,723	-2.1%	Shares	Sole	2022-10-14
2022-06-30	$1,484,615	4,823	+372.8%	Shares	Sole	2022-07-22
2022-03-31	$353,766	1,020	+10.9%	Shares	Sole	2022-05-10
2021-03-31	$303,765	920	0.0%	Shares	Sole	2021-04-23
2020-12-31	$281,326	920	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.