Beacon Financial Advisory LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1800502
Cleveland, OH
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$241,866
+$41,305 QoQ
Shares Held
463
+6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,161
of 1,434 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 | $241,866 | 463 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $200,561 | 433 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||