Sharp Wealth Advisory, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1733194
HORSHAM, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$253,359
-$20,185,559 QoQ
Shares Held
485
-99.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,137
of 1,432 holders
Holding Since
Dec 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,359 | 485 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $20,438,918 | 48,678 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,427,753 | 10,406 | Shares | Sole | 2025-01-17 | |
| 2024-03-31 | $3,672,915 | 9,234 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $3,124,252 | 8,290 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||