Francis Financial, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1727514
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$360,971
+$40,907 QoQ
Shares Held
691
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#983
of 1,432 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,971 | 691 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $320,064 | 691 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $332,073 | 691 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $320,444 | 691 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $304,489 | 691 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $290,137 | 691 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $294,020 | 691 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $292,375 | 691 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $332,851 | 851 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $338,493 | 851 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $320,716 | 851 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $285,042 | 851 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||