4WEALTH ADVISORS, INC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2056676
Burr Ridge, IL
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$386,046
+$101,648 QoQ
Shares Held
739
+20.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#953
of 1,432 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,046 | 739 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $284,398 | 614 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $246,532 | 513 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $258,303 | 557 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||