Elmwood Wealth Management, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1731927
BERKELEY, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,480,453
+$217,798 QoQ
Shares Held
2,834
+4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#492
of 1,432 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,453 | 2,834 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,262,655 | 2,726 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||