Sherman Wealth Management LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2096110
GAITHERSBURG, MD
Position in DIA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$354,702
+$41,586 QoQ
Shares Held
679
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
#991
of 1,432 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,702 | 679 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $313,116 | 676 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $323,904 | 674 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||