Fiduciary Wealth Partners, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1666504
Newton, MA
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,562,990
+$166,473 QoQ
Shares Held
2,992
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.95%
of 13F equity value
Holder Rank
#478
of 1,432 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,562,990 | 2,992 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,396,517 | 3,015 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,448,918 | 3,015 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,398,176 | 3,015 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,805,064 | 4,299 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||