Center for Financial Planning, Inc.

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1803557 SOUTHFIED, MI

Position in DIA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$185,970

+$21,075 QoQ

Shares Held

356

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,273

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$185,970	356	0.0%	Shares	Sole	2026-07-21
2026-03-31	$164,895	356	0.0%	Shares	Sole	2026-05-04
2025-12-31	$171,082	356	0.0%	Shares	Sole	2026-02-05
2025-09-30	$165,091	356	0.0%	Shares	Sole	2025-11-06
2025-06-30	$156,871	356	-12.3%	Shares	Sole	2025-08-04
2025-03-31	$170,471	406	-25.1%	Shares	Sole	2025-04-22
2024-12-31	$230,621	542	+33.5%	Shares	Sole	2025-01-30
2024-09-30	$171,786	406	-14.2%	Shares	Sole	2024-10-16
2024-06-30	$185,004	473	0.0%	Shares	Sole	2024-07-18
2024-03-31	$188,140	473	0.0%	Shares	Sole	2024-04-25
2023-12-31	$178,259	473	+26.8%	Shares	Sole	2024-01-29
2023-09-30	$124,936	373	+37.1%	Shares	Sole	2023-10-24
2023-06-30	$93,527	272	0.0%	Shares	Sole	2023-08-09
2023-03-31	$90,472	272	0.0%	Shares	Sole	2023-05-02
2022-12-31	$90,121	272	-8.4%	Shares	Sole	2023-01-27
2022-09-30	$85,328	297	0.0%	Shares	Sole	2022-10-14
2022-06-30	$91,422	297	0.0%	Shares	Sole	2022-08-12
2022-03-31	$103,008	297	0.0%	Shares	Sole	2022-05-03
2021-12-31	$107,906	297	0.0%	Shares	Sole	2022-02-08
2021-09-30	$100,472	297	0.0%	Shares	Sole	2021-11-17
2021-06-30	$102,450	297	0.0%	Shares	Sole	2021-07-29
2021-03-31	$98,063	297	0.0%	Shares	Sole	2021-05-10
2020-12-31	$90,819	297	+29.1%	Shares	Sole	2021-02-09
2020-09-30	$63,825	230	0.0%	Shares	Sole	2020-11-12
2020-06-30	$59,310	230	0.0%	Shares	Sole	2020-08-06
2020-03-31	$50,422	230	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.