TrueWealth Advisors, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1817714 BIRMINGHAM, AL

Position in DIA

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,389,643

+$578,516 QoQ

Shares Held

8,403

+2.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.23%

of 13F equity value

Holder Rank

#271

of 1,432 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,389,643	8,403	+2.1%	Shares	Sole	2026-07-08
2026-03-31	$3,811,127	8,228	+5.2%	Shares	Sole	2026-04-09
2025-12-31	$3,758,537	7,821	+6.2%	Shares	Sole	2026-01-07
2025-09-30	$3,413,590	7,361	+1.3%	Shares	Sole	2025-10-15
2025-06-30	$3,202,203	7,267	+2.8%	Shares	Sole	2025-07-03
2025-03-31	$2,968,551	7,070	+1.5%	Shares	Sole	2025-04-10
2024-12-31	$2,963,182	6,964	+1.1%	Shares	Sole	2025-01-15
2024-09-30	$2,915,296	6,890	+2.1%	Shares	Sole	2024-10-29
2024-06-30	$2,638,562	6,746	-3.4%	Shares	Sole	2024-07-24
2024-03-31	$2,776,364	6,980	-2.2%	Shares	Sole	2024-04-23
2023-12-31	$2,688,590	7,134	-13.8%	Shares	Sole	2024-02-08
2023-09-30	$2,773,051	8,279	-10.9%	Shares	Sole	2023-11-07
2023-06-30	$3,194,022	9,289	-46.2%	Shares	Sole	2023-07-31
2023-03-31	$5,747,673	17,280	-40.9%	Shares	Sole	2023-04-19
2022-12-31	$9,689,083	29,243	+2.4%	Shares	Sole	2023-01-23
2022-09-30	$8,206,724	28,565	-4.7%	Shares	Sole	2022-10-21
2022-06-30	$9,230,290	29,986	+32.7%	Shares	Sole	2022-07-27
2022-03-31	$7,838,358	22,600	0.0%	Shares	Sole	2022-05-05
2021-12-31	$8,211,032	22,600	+3.6%	Shares	Sole	2022-02-02
2021-09-30	$7,380,134	21,816	+1.8%	Shares	Sole	2021-10-25
2021-06-30	$7,392,278	21,430	+15.9%	Shares	Sole	2021-07-23
2021-03-31	$6,102,716	18,483	—	Shares	Sole	2021-04-22
No filing history on record for this holder in this stock.