Financial Alternatives, Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1967227
LA JOLLA, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,257,392
+$142,494 QoQ
Shares Held
2,407
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.22%
of 13F equity value
Holder Rank
#537
of 1,431 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,392 | 2,407 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,114,898 | 2,407 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,156,731 | 2,407 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,116,222 | 2,407 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,055,356 | 2,395 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,005,612 | 2,395 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,019,072 | 2,395 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,013,372 | 2,395 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $936,756 | 2,395 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $952,635 | 2,395 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $902,603 | 2,395 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $802,205 | 2,395 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $823,520 | 2,395 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $796,624 | 2,395 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $793,535 | 2,395 | Shares | Sole | 2023-03-10 | |
| No filing history on record for this holder in this stock. | ||||||