Diversified Portfolios, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1634212
Bloomfield Hills, MI
Position in DIA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$365,673
+$41,440 QoQ
Shares Held
700
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#977
of 1,432 holders
Holding Since
Jun 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,673 | 700 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $324,233 | 700 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $336,399 | 700 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $324,618 | 700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $308,455 | 700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $293,916 | 700 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $297,850 | 700 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $296,184 | 700 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $318,770 | 815 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $324,174 | 815 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $307,149 | 815 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $272,984 | 815 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $280,237 | 815 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $271,085 | 815 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $284,612 | 859 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $246,790 | 859 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $264,417 | 859 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $297,926 | 859 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $312,091 | 859 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $290,591 | 859 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $296,312 | 859 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $283,624 | 859 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $262,673 | 859 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $238,372 | 859 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $221,510 | 859 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||