Financial Synergies Wealth Advisors, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2017868
HOUSTON, TX
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$274,254
+$31,543 QoQ
Shares Held
525
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,103
of 1,432 holders
Holding Since
Jun 2022
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,254 | 525 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $242,711 | 524 | Shares | Sole | 2026-05-14 | |
| 2024-03-31 | $39,776 | 100 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $37,687 | 100 | Shares | Sole | 2024-04-04 | |
| 2023-09-30 | $33,495 | 100 | Shares | Sole | 2024-04-04 | |
| 2023-06-30 | $34,385 | 100 | Shares | Sole | 2024-04-04 | |
| 2023-03-31 | $33,262 | 100 | Shares | Sole | 2024-04-04 | |
| 2022-12-31 | $33,133 | 100 | Shares | Sole | 2024-04-04 | |
| 2022-09-30 | $28,730 | 100 | Shares | Sole | 2024-04-04 | |
| 2022-06-30 | $96,963 | 315 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||