OneDigital Investment Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1690370
OVERLAND PARK, KS
Position in DIA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,057,694
+$462,005 QoQ
Shares Held
3,939
+14.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#400
of 1,432 holders
Holding Since
Mar 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,057,694 | 3,939 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,595,689 | 3,445 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $816,488 | 1,699 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $717,869 | 1,548 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $686,973 | 1,559 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $674,747 | 1,607 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $685,480 | 1,611 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $691,378 | 1,634 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $697,384 | 1,783 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $441,115 | 1,109 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $443,952 | 1,178 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $353,372 | 1,055 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $338,004 | 983 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $460,013 | 1,383 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $409,192 | 1,235 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $268,050 | 933 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $287,196 | 933 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $607,646 | 1,752 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $479,582 | 1,320 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $445,866 | 1,318 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $305,970 | 887 | Shares | Sole | 2021-08-09 | |
| 2020-06-30 | $390,930 | 1,516 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $366,771 | 1,673 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||