Rockbridge Investment Management, LCC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1821984
Syracuse, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$366,195
+$41,499 QoQ
Shares Held
701
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#975
of 1,432 holders
Holding Since
Mar 2021
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,195 | 701 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $324,696 | 701 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $336,879 | 701 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $325,081 | 701 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $308,895 | 701 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $293,916 | 700 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $297,850 | 700 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $296,184 | 700 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $273,791 | 700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $278,034 | 699 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $263,432 | 699 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $233,795 | 698 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $213,874 | 622 | Shares | Sole | 2024-05-28 | |
| 2023-03-31 | $206,889 | 622 | Shares | Sole | 2024-05-28 | |
| 2022-12-31 | $206,087 | 622 | Shares | Sole | 2024-05-28 | |
| 2022-06-30 | $191,464 | 622 | Shares | Sole | 2024-05-28 | |
| 2022-03-31 | $215,728 | 622 | Shares | Sole | 2024-05-28 | |
| 2021-12-31 | $225,985 | 622 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $210,416 | 622 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $214,558 | 622 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $205,371 | 622 | Shares | Sole | 2021-05-20 | |
| No filing history on record for this holder in this stock. | ||||||