JFS WEALTH ADVISORS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1568068
HERMITAGE, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,198,885
+$58,049 QoQ
Shares Held
2,295
-6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#545
of 1,432 holders
Holding Since
Sep 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 | $1,198,885 | 2,295 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,140,836 | 2,463 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,127,417 | 2,346 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,117,613 | 2,410 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,091,049 | 2,476 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $990,916 | 2,360 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $945,035 | 2,221 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $876,281 | 2,071 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $810,030 | 2,071 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $839,671 | 2,111 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $795,572 | 2,111 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $707,079 | 2,111 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $725,867 | 2,111 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $702,160 | 2,111 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,105,648 | 3,337 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $841,501 | 2,929 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,162,943 | 3,778 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,030,778 | 2,972 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $960,618 | 2,644 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $698,907 | 2,066 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||