DIVERSIFY WEALTH MANAGEMENT, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2030780
SANDY, UT
Position in DIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$982,615
-$8,039,863 QoQ
Shares Held
1,881
-90.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#596
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 | $982,615 | 1,881 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,022,478 | 19,479 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $417,134 | 868 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $400,671 | 864 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $379,840 | 862 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $360,257 | 858 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $425,074 | 999 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $422,273 | 998 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $389,174 | 995 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||