Bernicke Wealth Management, Ltd.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1569863
ALTOONA, WI
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,507,095
+$80,470 QoQ
Shares Held
2,885
-6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#486
of 1,432 holders
Holding Since
Mar 2020
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,507,095 | 2,885 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,426,625 | 3,080 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $1,539,746 | 3,204 | Shares | Sole | 2026-08-11 | |
| 2020-06-30 | $902,287 | 3,499 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $873,412 | 3,984 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||