Bedell Frazier Investment Counselling, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1388142
Walnut Creek, CA
Position in DIA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$286,714
-$17,967 QoQ
Shares Held
619
-2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,714 | 619 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $304,681 | 634 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $328,791 | 709 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $316,827 | 719 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $307,352 | 732 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $481,666 | 1,132 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $478,971 | 1,132 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $478,351 | 1,223 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $515,894 | 1,297 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $501,990 | 1,332 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $461,561 | 1,378 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $482,421 | 1,403 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,371,059 | 4,122 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,663,939 | 5,022 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $659,066 | 2,294 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $656,580 | 2,133 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $707,533 | 2,040 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $815,653 | 2,245 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $301,754 | 892 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||