Beta Wealth Group, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1594417
SAN DIEGO, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,168,672
+$470,564 QoQ
Shares Held
7,980
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.98%
of 13F equity value
Holder Rank
#282
of 1,432 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,168,672 | 7,980 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,698,108 | 7,984 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,338,039 | 6,946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,257,309 | 7,024 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||