Merit Financial Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1621225
ALPHARETTA, GA
Position in DIA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,359,283
-$337,572 QoQ
Shares Held
16,002
-14.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#186
of 1,432 holders
Holding Since
Mar 2022
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,359,283 | 16,002 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $8,696,855 | 18,776 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,760,509 | 24,472 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,979,043 | 23,675 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $10,285,211 | 23,341 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,128,791 | 5,070 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,112,607 | 4,965 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,979,355 | 4,678 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $663,356 | 1,696 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $721,138 | 1,813 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $826,852 | 2,194 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,295,251 | 3,867 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $988,912 | 2,876 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $238,821 | 718 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $619,918 | 1,871 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $307,698 | 1,071 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $319,209 | 1,037 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $870,543 | 2,510 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||