Turtle Creek Wealth Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2007171
DALLAS, TX
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$407,986
+$46,235 QoQ
Shares Held
781
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#924
of 1,432 holders
Holding Since
Dec 2023
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,986 | 781 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $361,751 | 781 | Shares | Sole | 2026-04-27 | |
| 2023-12-31 | $180,520 | 479 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||