One Wealth Management Investment & Advisory Services, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2009427
BOCA RATON, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,107,466
+$98,639 QoQ
Shares Held
2,120
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#568
of 1,432 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,466 | 2,120 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,008,827 | 2,178 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $1,084,165 | 2,256 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,044,806 | 2,253 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $994,547 | 2,257 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $947,249 | 2,256 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $980,352 | 2,304 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $839,893 | 1,985 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $756,445 | 1,934 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $768,472 | 1,932 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $948,958 | 2,518 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||