RETIREMENT FINANCIAL SOLUTIONS, LLC
PensionPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1962532
KNOXVILLE, TN
Position in DIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$13,553,408
+$2,387,750 QoQ
Shares Held
25,945
+7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
69.71%
of 13F equity value
Holder Rank
#131
of 1,432 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,553,408 | 25,945 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,165,658 | 24,106 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,020,828 | 35,418 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,180,065 | 32,734 | Shares | Sole | 2026-03-10 | |
| 2025-06-30 | $12,476,564 | 28,314 | Shares | Sole | 2026-03-10 | |
| 2025-03-31 | $9,287,325 | 22,119 | Shares | Sole | 2026-03-10 | |
| No filing history on record for this holder in this stock. | ||||||