SkyOak Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1800379
SOUTHFIELD, MI
Position in DIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$654,032
+$74,582 QoQ
Shares Held
1,252
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#744
of 1,435 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,032 | 1,252 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $579,450 | 1,251 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $600,231 | 1,249 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $610,281 | 1,316 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $623,519 | 1,415 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $562,219 | 1,339 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $653,568 | 1,536 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $649,066 | 1,534 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $599,602 | 1,533 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $608,572 | 1,530 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $385,161 | 1,022 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $342,318 | 1,022 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $350,039 | 1,018 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $338,607 | 1,018 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $337,293 | 1,018 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $292,471 | 1,018 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $313,360 | 1,018 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $353,072 | 1,018 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $369,859 | 1,018 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $378,208 | 1,118 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $385,654 | 1,118 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $369,141 | 1,118 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $341,873 | 1,118 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $310,245 | 1,118 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $288,298 | 1,118 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $241,591 | 1,102 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||