CM WEALTH ADVISORS LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1764581
BEACHWOOD, OH
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$55,709,759
+$5,235,019 QoQ
Shares Held
106,644
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
21.40%
of 13F equity value
Holder Rank
#45
of 1,432 holders
Holding Since
Jun 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,709,759 | 106,644 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $50,474,740 | 108,972 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $52,453,734 | 109,149 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $51,333,235 | 110,694 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $49,150,101 | 111,540 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $47,421,667 | 112,941 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $48,621,034 | 114,268 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $57,170,281 | 135,116 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $42,509,572 | 108,684 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $53,872,614 | 135,440 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $41,218,271 | 109,370 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $36,705,160 | 109,584 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $29,702,106 | 86,381 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $45,510,731 | 136,825 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $38,587,354 | 116,462 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $35,144,547 | 122,327 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $7,405,524 | 124,054 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||