TOBIAS FINANCIAL ADVISORS, INC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1802080
Plantation, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,836,200
+$206,235 QoQ
Shares Held
3,515
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#432
of 1,431 holders
Holding Since
Jun 2025
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 | $1,836,200 | 3,515 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,629,965 | 3,519 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,715,634 | 3,570 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,655,551 | 3,570 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,546,681 | 3,510 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||