Heritage Family Offices, LLP
Family OfficePosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2019316
SCOTTSDALE, AZ
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$313,434
+$35,520 QoQ
Shares Held
600
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,042
of 1,432 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,434 | 600 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $277,914 | 600 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $288,342 | 600 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $278,244 | 600 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $264,390 | 600 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $251,928 | 600 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $255,300 | 600 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $253,872 | 600 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $234,678 | 600 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||