Modera Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1542143
WESTWOOD, NJ
Position in DIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,636,647
+$138,228 QoQ
Shares Held
3,133
-3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#469
of 1,434 holders
Holding Since
Mar 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,636,647 | 3,133 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,498,419 | 3,235 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,530,615 | 3,185 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,697,288 | 3,660 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,692,977 | 3,842 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,514,087 | 3,606 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,653,493 | 3,886 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,109,843 | 2,623 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,129,974 | 2,889 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,208,792 | 3,039 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,123,449 | 2,981 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $881,588 | 2,632 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,036,363 | 3,014 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $210,215 | 632 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $209,400 | 632 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $556,315 | 1,604 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $509,374 | 1,402 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $213,799 | 632 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $238,360 | 691 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $202,730 | 614 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||