Optivise Advisory Services LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2042876
FRANKLIN, TN
Position in DIA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,118,813
+$339,238 QoQ
Shares Held
4,056
+5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.40%
of 13F equity value
Holder Rank
#389
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 | $2,118,813 | 4,056 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,779,575 | 3,842 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,717,557 | 3,574 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,519,675 | 3,277 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,392,013 | 3,159 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,465,381 | 3,490 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,410,107 | 3,314 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,202,083 | 2,841 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,352,136 | 3,457 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||