Simplicity Wealth,LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1913243
SUMMIT, NJ
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,572,916
+$381,535 QoQ
Shares Held
3,011
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#474
of 1,432 holders
Holding Since
Sep 2023
4 quarters on record
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,572,916 | 3,011 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $1,191,381 | 3,046 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,440,686 | 3,622 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $331,935 | 991 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||