Ascentis Independent Advisors
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1845003
DALLAS, TX
Position in DIA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,637,837
-$277,715 QoQ
Shares Held
3,536
-11.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,637,837 | 3,536 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,915,552 | 3,986 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,937,041 | 4,177 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,801,377 | 4,088 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,647,609 | 3,924 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $289,765 | 681 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $288,144 | 681 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $266,359 | 681 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $320,716 | 851 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $279,683 | 835 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $341,786 | 994 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||