Evensky & Katz LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1357867 CORAL GABLES, FL

Position in DIA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$241,344

+$27,351 QoQ

Shares Held

462

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,162

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,344	462	0.0%	Shares	Sole	2026-07-22
2026-03-31	$213,993	462	0.0%	Shares	Sole	2026-04-22
2025-12-31	$222,023	462	0.0%	Shares	Sole	2026-02-05
2025-09-30	$214,247	462	-4.3%	Shares	Sole	2025-11-13
2025-06-30	$212,833	483	0.0%	Shares	Sole	2025-07-22
2025-03-31	$202,802	483	-23.5%	Shares	Sole	2025-05-13
2024-12-31	$268,490	631	-5.1%	Shares	Sole	2025-02-14
2024-09-30	$281,374	665	-10.4%	Shares	Sole	2024-10-08
2024-06-30	$290,218	742	+0.4%	Shares	Sole	2024-07-26
2024-03-31	$293,944	739	+0.8%	Shares	Sole	2024-04-08
2023-12-31	$276,245	733	+4.1%	Shares	Sole	2024-02-14
2023-09-30	$235,804	704	+0.4%	Shares	Sole	2023-10-10
2023-06-30	$241,038	701	+0.4%	Shares	Sole	2023-07-24
2023-03-31	$232,168	698	+0.6%	Shares	Sole	2023-04-20
2022-12-31	$229,943	694	+0.1%	Shares	Sole	2023-01-12
2022-09-30	$199,098	693	0.0%	Shares	Sole	2022-10-19
2022-06-30	$213,319	693	0.0%	Shares	Sole	2022-07-19
2022-03-31	$240,353	693	-12.2%	Shares	Sole	2022-04-28
2021-12-31	$286,659	789	0.0%	Shares	Sole	2022-02-16
2021-09-30	$266,910	789	0.0%	Shares	Sole	2021-10-06
2021-06-30	$272,165	789	0.0%	Shares	Sole	2021-08-04
2021-03-31	$260,512	789	-8.7%	Shares	Sole	2021-04-09
2020-12-31	$264,202	864	0.0%	Shares	Sole	2021-02-08
2020-09-30	$239,760	864	0.0%	Shares	Sole	2020-10-21
2020-06-30	$222,799	864	0.0%	Shares	Sole	2020-08-05
2020-03-31	$189,414	864	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.