Visionary Wealth Advisors
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1802984
O'FALLON, IL
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,107,989
+$90,824 QoQ
Shares Held
2,121
-3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#567
of 1,431 holders
Holding Since
Mar 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 | $1,107,989 | 2,121 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,017,165 | 2,196 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,050,045 | 2,185 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,016,518 | 2,192 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $989,699 | 2,246 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $952,287 | 2,268 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $923,335 | 2,170 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $833,969 | 1,971 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $927,369 | 2,371 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $997,979 | 2,509 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $971,947 | 2,579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $717,127 | 2,141 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $810,798 | 2,358 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $901,217 | 2,720 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $512,255 | 1,783 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $626,721 | 2,036 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $742,563 | 2,141 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||