Meridian Financial Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2032629
HOLLISTON, MA
Position in DIA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$300,374
+$34,040 QoQ
Shares Held
575
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,061
of 1,431 holders
Holding Since
Dec 2021
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,374 | 575 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $266,334 | 575 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $276,327 | 575 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $266,650 | 575 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $253,373 | 575 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $241,431 | 575 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $244,662 | 575 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $243,294 | 575 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $224,899 | 575 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $237,064 | 596 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $216,700 | 575 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $208,909 | 575 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||