Strategic Family Wealth Counselors, L.L.C.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1729755
FAIRFIELD, NJ
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$300,896
+$34,562 QoQ
Shares Held
576
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,060
of 1,431 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,896 | 576 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,334 | 575 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $276,327 | 575 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $402,990 | 869 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $382,484 | 868 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $364,035 | 867 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $368,057 | 865 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $365,575 | 864 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $337,545 | 863 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $342,869 | 862 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $324,485 | 861 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $264,275 | 789 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $268,546 | 781 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $254,786 | 766 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $225,304 | 680 | Shares | Sole | 2023-01-26 | |
| No filing history on record for this holder in this stock. | ||||||