Dynamic Advisor Solutions LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1599747
PHOENIX, AZ
Position in DIA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,100,153
-$212,064 QoQ
Shares Held
2,106
-25.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#569
of 1,432 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
Derivatives in DIA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$522,390
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in DIA
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,390 | 1,000 | Put | Sole | 2026-07-07 | |
| 2026-06-30 | $1,100,153 | 2,106 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,312,217 | 2,833 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,596,934 | 3,323 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,764,994 | 3,806 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,043,404 | 9,176 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,224,104 | 5,297 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $3,089,622 | 7,302 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,198,031 | 3,063 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,337,175 | 10,904 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,861,835 | 15,554 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,365,403 | 13,033 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,280,153 | 3,723 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $991,540 | 2,981 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $14,341,950 | 43,286 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $14,758,888 | 51,371 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $20,261,635 | 65,823 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $10,000 | 10,000 | Call | Sole | 2022-04-11 | |
| 2022-03-31 | $10,170,442 | 29,324 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $5,309,921 | 14,615 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,884,892 | 17,396 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $15,001,530 | 43,489 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $16,126,981 | 48,843 | Shares | Sole | 2021-04-27 | |
| 2021-03-31 | $7,000 | 1,000 | Call | Sole | 2021-04-27 | |
| 2020-12-31 | $18,549,832 | 60,662 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $610,500 | 2,200 | Put | Sole | 2020-10-27 | |
| 2020-09-30 | $16,707,165 | 60,206 | Shares | Sole | 2020-10-27 | |
| 2020-09-30 | $7,000 | 2,000 | Call | Sole | 2020-10-27 | |
| 2020-06-30 | $16,919,366 | 65,612 | Shares | Sole | 2020-08-05 | |
| 2020-06-30 | $3,000 | 2,200 | Put | Sole | 2020-08-05 | |
| 2020-03-31 | $1,199,845 | 5,473 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||