NWF Advisory Services Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2045735
Los Angeles, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,384,855
+$128,221 QoQ
Shares Held
2,651
-2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#512
of 1,431 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,855 | 2,651 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,256,634 | 2,713 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,261,015 | 2,624 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $1,211,752 | 2,613 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,972,349 | 4,476 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $1,413,316 | 3,366 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,387,480 | 5,611 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $2,907,680 | 6,872 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $2,421,485 | 6,191 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $2,486,397 | 6,251 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $1,706,090 | 4,527 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $1,476,459 | 4,408 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $1,733,347 | 5,041 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $1,676,737 | 5,041 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||