ShankerValleau Wealth Advisors, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1903273
SKOKIE, IL
Position in DIA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$360,449
+$40,848 QoQ
Shares Held
690
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#984
of 1,431 holders
Holding Since
Jun 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,449 | 690 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $319,601 | 690 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $331,593 | 690 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $319,980 | 690 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $304,048 | 690 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $289,717 | 690 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $293,595 | 690 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $291,952 | 690 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $269,879 | 690 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $274,454 | 690 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $260,040 | 690 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $231,115 | 690 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $237,256 | 690 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||