Focus Partners Wealth
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1542153
ST LOUIS, MO
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$297,996,330
+$30,364,222 QoQ
Shares Held
570,448
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#12
of 1,432 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,996,330 | 570,448 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $267,632,108 | 577,802 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $287,062,242 | 597,337 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $266,584,648 | 574,858 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,793,832 | 47,189 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,665,499 | 46,836 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $20,400,597 | 47,945 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $9,069,577 | 21,435 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,333,893 | 31,534 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,381,965 | 23,587 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $646,332 | 1,715 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||