EP Wealth Advisors, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1540569 TORRANCE, CA

Position in DIA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,599,207

+$1,586,075 QoQ

Shares Held

14,547

+12.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#199

of 1,432 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 91% Shared 0% None 9%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,599,207	14,547	+12.1%	Shares	Sole	2026-08-12
2026-03-31	$6,013,132	12,982	-9.4%	Shares	Sole	2026-05-14
2025-12-31	$6,886,087	14,329	-10.5%	Shares	Sole	2026-02-18
2025-06-30	$7,053,925	16,008	+11.3%	Shares	Sole	2025-08-14
2025-03-31	$6,041,233	14,388	-7.6%	Shares	Sole	2025-05-15
2024-12-31	$6,623,758	15,567	-9.3%	Shares	Sole	2025-02-14
2024-09-30	$7,259,892	17,158	+1.6%	Shares	Sole	2024-11-15
2024-06-30	$6,606,576	16,891	-8.2%	Shares	Sole	2024-08-19
2024-03-31	$7,321,568	18,407	-10.1%	Shares	Sole	2024-05-14
2023-12-31	$7,714,528	20,470	-3.1%	Shares	Sole	2024-02-28
2023-09-30	$7,076,153	21,126	+2.1%	Shares	Sole	2023-11-24
2023-06-30	$7,117,351	20,699	-14.2%	Shares	Sole	2023-08-14
2023-03-31	$8,024,790	24,126	+12.0%	Shares	Sole	2023-06-05
2022-12-31	$7,135,854	21,537	+13.4%	Shares	Sole	2023-06-12
2022-09-30	$5,454,965	18,987	-4.5%	Shares	Sole	2022-12-02
2022-06-30	$6,118,230	19,876	+595.5%	Shares	Sole	2022-08-11
2022-03-31	$991,240	2,858	+132.4%	Shares	Sole	2022-05-20
2021-12-31	$446,883	1,230	+48.0%	Shares	Sole	2022-02-17
2021-09-30	$281,118	831	+11.4%	Shares	Sole	2021-11-23
2021-06-30	$257,332	746	+15.5%	Shares	Sole	2021-08-24
2021-03-31	$213,296	646	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.