FSM Wealth Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1942548
CLEVELAND, OH
Position in DIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,704,413
+$308,332 QoQ
Shares Held
5,177
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#348
of 1,432 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,704,413 | 5,177 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,396,081 | 5,173 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,498,002 | 5,198 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,366,001 | 5,102 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,246,433 | 5,098 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,034,318 | 4,845 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,458,614 | 3,428 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,450,032 | 3,427 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,340,011 | 3,426 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,362,328 | 3,425 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,329,220 | 3,527 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $1,498,901 | 4,475 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,536,665 | 4,469 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,945,827 | 5,850 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||