Financial Life Planners
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2053368
TEMPE, AZ
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,410,453
+$158,451 QoQ
Shares Held
2,700
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#508
of 1,432 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,410,453 | 2,700 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,252,002 | 2,703 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,385,002 | 2,882 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,331,861 | 2,872 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,347,507 | 3,058 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,535,501 | 3,657 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,526,268 | 3,587 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||