Root Financial Partners, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1977181
ENCINITAS, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$510,375
+$22,636 QoQ
Shares Held
977
-7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#850
of 1,432 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,375 | 977 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $487,739 | 1,053 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $529,588 | 1,102 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $510,114 | 1,100 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $460,038 | 1,044 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $383,350 | 913 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $353,590 | 831 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $331,726 | 784 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $287,871 | 736 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $292,751 | 736 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||