Valmark Advisers, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1380443
AKRON, OH
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,934,932
+$202,602 QoQ
Shares Held
3,704
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#420
of 1,432 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,934,932 | 3,704 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,732,330 | 3,740 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,782,914 | 3,710 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,706,099 | 3,679 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,611,016 | 3,656 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,228,568 | 2,926 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $691,863 | 1,626 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $533,131 | 1,260 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $300,778 | 769 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $303,093 | 762 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $268,331 | 712 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $254,227 | 759 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $230,035 | 669 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $225,516 | 678 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $224,641 | 678 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $279,830 | 974 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $208,701 | 678 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $441,167 | 1,272 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $477,039 | 1,313 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $465,825 | 1,377 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,523,989 | 4,418 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $764,366 | 2,315 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,280,954 | 4,189 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||