Frank, Rimerman Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1977560
Palo Alto, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,719,502
+$373,799 QoQ
Shares Held
12,863
-6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#210
of 1,432 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,719,502 | 12,863 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,345,703 | 13,700 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,529,024 | 13,586 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,637,510 | 14,313 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,307,023 | 14,313 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,061,807 | 14,437 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,214,002 | 14,604 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,116,199 | 14,455 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,676,469 | 14,513 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,803,318 | 14,590 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,258,467 | 13,953 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,559,004 | 13,611 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,180,184 | 12,157 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,814,486 | 11,468 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,459,416 | 10,441 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $3,536,375 | 12,309 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $3,812,658 | 12,386 | Shares | Sole | 2023-09-07 | |
| 2022-03-31 | $5,341,528 | 15,401 | Shares | Sole | 2023-09-07 | |
| 2021-12-31 | $5,650,715 | 15,553 | Shares | Sole | 2023-09-07 | |
| 2021-09-30 | $5,291,193 | 15,641 | Shares | Sole | 2023-09-07 | |
| 2021-06-30 | $4,020,737 | 11,656 | Shares | Sole | 2023-09-13 | |
| 2021-03-31 | $3,748,203 | 11,352 | Shares | Sole | 2023-09-13 | |
| 2020-12-31 | $3,403,136 | 11,129 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||