Betterment LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1633901
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,348,810
+$196,857 QoQ
Shares Held
2,582
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#521
of 1,432 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $1,348,810 | 2,582 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,151,953 | 2,487 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,079,360 | 2,246 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $886,207 | 1,911 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||