RMR Wealth Builders
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1803848
Montclair, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,844,036
+$118,654 QoQ
Shares Held
3,530
-5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#431
of 1,431 holders
Holding Since
Jun 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,844,036 | 3,530 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,725,382 | 3,725 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,057,800 | 4,282 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,136,913 | 4,608 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,127,458 | 4,828 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,085,543 | 4,967 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,207,068 | 5,187 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,232,804 | 5,277 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,100,759 | 5,371 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,188,475 | 5,502 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,069,016 | 5,490 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,582,799 | 7,711 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,439,615 | 7,095 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,414,155 | 7,258 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,906,426 | 8,772 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,497,211 | 8,692 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,745,138 | 8,918 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,123,897 | 9,007 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,289,135 | 9,053 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,753,004 | 8,138 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,812,722 | 8,154 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,847,142 | 8,623 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,693,159 | 5,537 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $2,165,887 | 7,805 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $414,396 | 1,607 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||