Roundview Capital LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1476804
PRINCETON, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,940,678
+$194,452 QoQ
Shares Held
3,715
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#417
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,940,678 | 3,715 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,746,226 | 3,770 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,823,763 | 3,795 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,759,893 | 3,795 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,672,266 | 3,795 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,582,527 | 3,769 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,603,709 | 3,769 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,597,701 | 3,776 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,458,523 | 3,729 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,579,504 | 3,971 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,345,802 | 3,571 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,196,106 | 3,571 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,273,276 | 3,703 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,239,342 | 3,726 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,234,535 | 3,726 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,070,479 | 3,726 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,146,937 | 3,726 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,292,288 | 3,726 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,353,730 | 3,726 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,274,676 | 3,768 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,317,019 | 3,818 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,280,438 | 3,878 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,185,853 | 3,878 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,085,302 | 3,911 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,008,529 | 3,911 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $885,908 | 4,041 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||